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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
101
New Insight Wealth Advisors
California
$455K -$91K -1,401 -17%
MW
102
Marcum Wealth
Ohio
$419K -$41.8K -644 -9%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$405K
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$401K
IAG
105
Investmark Advisory Group
Connecticut
$397K +$1.3K +20 +0.3%
PS
106
Principal Securities
Iowa
$397K -$43.8K -675 -10%
COCM
107
Charter Oak Capital Management
New Hampshire
$388K -$10.1K -156 -3%
TW
108
TritonPoint Wealth
Maryland
$336K -$87.7K -1,350 -21%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$336K -$85.5K -1,317 -20%
RIA
110
Realta Investment Advisors
Delaware
$324K -$29.9K -460 -8%
CIC
111
Carnegie Investment Counsel
Ohio
$322K +$7.92K +122 +3%
AWE
112
Avidian Wealth Enterprises
Texas
$303K +$302K +4,651 New
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$301K +$300K +4,615 New
HFW
114
Horizon Family Wealth
Illinois
$299K +$2.79K +43 +0.9%
SFC
115
Swisher Financial Concepts
Ohio
$295K -$50.3K -774 -15%
AI
116
Atria Investments
North Carolina
$293K +$292K +4,498 New
RFA
117
Register Financial Advisors
Georgia
$290K +$714 +11 +0.2%
GFA
118
Gallagher Fiduciary Advisors
Illinois
$287K -$714 -11 -0.2%
CF
119
Centaurus Financial
California
$285K -$53.8K -829 -16%
CWA
120
Capital Wealth Alliance
Arizona
$283K -$6.24K -96 -2%
ICP
121
Interchange Capital Partners
Pennsylvania
$279K -$79.2K -1,220 -22%
RJT
122
Raymond James Trust
Florida
$276K +$31K +477 +13%
DADC
123
D.A. Davidson & Co
Montana
$269K -$74.4K -1,146 -22%
FTUS
124
Flow Traders U.S.
New York
$265K +$264K +4,068 New
WIA
125
Wetzel Investment Advisors
Indiana
$261K