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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
O3W
101
Omni 360 Wealth
New Jersey
$436K +$409K +6,580 New
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$433K +$406K +6,531 New
CIBC World Market
103
CIBC World Market
Ontario, Canada
$429K -$780K -12,565 -66%
OCM
104
Objective Capital Management
Ohio
$418K +$62 +1 +0%
TPWA
105
TRUE Private Wealth Advisors
Oregon
$412K -$63.2K -1,017 -14%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$408K -$27.9K -450 -7%
COCM
107
Charter Oak Capital Management
New Hampshire
$405K
IAG
108
Investmark Advisory Group
Connecticut
$403K +$1.3K +21 +0.3%
TW
109
TritonPoint Wealth
Maryland
$389K -$91.3K -1,470 -18%
MML Investors Services
110
MML Investors Services
Massachusetts
$365K -$483K -7,773 -59%
ICP
111
Interchange Capital Partners
Pennsylvania
$361K -$32.4K -522 -9%
RIA
112
Realta Investment Advisors
Delaware
$359K -$11.5K -185 -3%
ES
113
Eagle Strategies
New York
$359K +$336K +5,410 New
DADC
114
D.A. Davidson & Co
Montana
$349K -$115K -1,851 -26%
CF
115
Centaurus Financial
California
$344K -$36.2K -583 -10%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$341K +$1.06K +17 +0.3%
SFC
117
Swisher Financial Concepts
Ohio
$336K -$320K -5,159 -50%
HF
118
HRT Financial
New York
$332K +$311K +5,009 New
CIC
119
Carnegie Investment Counsel
Ohio
$319K -$16.1K -259 -5%
AWS
120
Atria Wealth Solutions
New York
$314K -$15.2K -245 -5%
HFW
121
Horizon Family Wealth
Illinois
$301K -$1.86K -30 -0.7%
CWA
122
Capital Wealth Alliance
Arizona
$295K +$38.6K +621 +16%
RFA
123
Register Financial Advisors
Georgia
$294K +$621 +10 +0.2%
GFA
124
Gallagher Fiduciary Advisors
Illinois
$293K +$1.86K +30 +0.7%
Renaissance Technologies
125
Renaissance Technologies
New York
$292K +$273K +4,400 New