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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
101
Principal Securities
Iowa
$411K +$370K +6,876 New
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$394K
OCM
103
Objective Capital Management
Ohio
$376K +$162 +3 +0%
COCM
104
Charter Oak Capital Management
New Hampshire
$365K +$1.45K +27 +0.4%
IAG
105
Investmark Advisory Group
Connecticut
$362K +$3.07K +57 +1%
Citigroup
106
Citigroup
New York
$360K -$293K -5,442 -47%
ICP
107
Interchange Capital Partners
Pennsylvania
$360K -$31.7K -588 -9%
CF
108
Centaurus Financial
California
$345K -$7.43K -138 -2%
RIA
109
Realta Investment Advisors
Delaware
$335K -$25.5K -474 -8%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$306K +$276K +5,127 New
CIC
111
Carnegie Investment Counsel
Ohio
$303K +$19.7K +366 +8%
FA
112
FDx Advisors
Illinois
$301K -$48.5K -900 -15%
Jane Street
113
Jane Street
New York
$298K +$269K +4,995 New
AWS
114
Atria Wealth Solutions
New York
$297K -$96.3K -1,788 -26%
GCP
115
GSA Capital Partners
United Kingdom
$296K +$267K +4,953 New
SA
116
SFI Advisors
New Jersey
$292K -$14.5K -270 -5%
HFW
117
Horizon Family Wealth
Illinois
$273K -$1.29K -24 -0.5%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$270K +$162 +3 +0.1%
RFA
119
Register Financial Advisors
Georgia
$265K +$238K +4,428 New
GFA
120
Gallagher Fiduciary Advisors
Illinois
$262K +$808 +15 +0.3%
PPP
121
Private Portfolio Partners
New Jersey
$261K +$162 +3 +0.1%
CIA
122
Capital Investment Advisors
Georgia
$249K -$1.13K -21 -0.5%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$248K +$2.75K +51 +1%
HSA
124
HBK Sorce Advisory
Pennsylvania
$236K
PCIA
125
Prime Capital Investment Advisors
Kansas
$235K +$212K +3,936 New