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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
101
TRUE Private Wealth Advisors
Oregon
$371K +$13.1K +243 +3%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$362K -$487 -9 -0.1%
DADC
103
D.A. Davidson & Co
Montana
$351K -$64.1K -1,185 -15%
AWS
104
Atria Wealth Solutions
New York
$349K -$27.3K -504 -7%
ICP
105
Interchange Capital Partners
Pennsylvania
$341K -$26.4K -489 -7%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$340K
CS
107
Comerica Securities
Michigan
$337K -$487 -9 -0.1%
SWA
108
Stratos Wealth Advisors
Ohio
$336K +$5.36K +99 +2%
OCM
109
Objective Capital Management
Ohio
$325K
RIA
110
Realta Investment Advisors
Delaware
$320K
COCM
111
Charter Oak Capital Management
New Hampshire
$313K
IAG
112
Investmark Advisory Group
Connecticut
$309K
FA
113
FDx Advisors
Illinois
$306K -$35.9K -663 -10%
CF
114
Centaurus Financial
California
$305K +$8.44K +156 +3%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$288K +$302K +5,583 New
SA
116
SFI Advisors
New Jersey
$266K -$90.1K -1,665 -24%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$256K -$101K -1,869 -27%
CIC
118
Carnegie Investment Counsel
Ohio
$243K +$254K +4,704 New
SFI
119
SPC Financial Inc
Maryland
$240K -$31.2K -576 -11%
OIA
120
OneDigital Investment Advisors
Kansas
$237K +$487 +9 +0.2%
HFW
121
Horizon Family Wealth
Illinois
$237K -$167K -3,096 -40%
CWA
122
Capital Wealth Alliance
Arizona
$236K -$160K -2,955 -39%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$233K +$4.38K +81 +2%
GFA
124
Gallagher Fiduciary Advisors
Illinois
$225K -$649 -12 -0.3%
PPP
125
Private Portfolio Partners
New Jersey
$225K -$2.11K -39 -0.9%