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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
$449K -$45.2K -658 -9%
TPWA
102
TRUE Private Wealth Advisors
Oregon
$441K
TRCT
103
Tower Research Capital (TRC)
New York
$437K +$361K +5,260 +590%
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$437K
IAG
105
Investmark Advisory Group
Connecticut
$434K +$1.44K +21 +0.3%
PS
106
Principal Securities
Iowa
$432K
CCM
107
Consolidated Capital Management
California
$427K -$67.3K -979 -14%
OCM
108
Objective Capital Management
Ohio
$416K +$402K +5,853 New
TW
109
TritonPoint Wealth
Maryland
$400K +$34.4K +500 +10%
KNW
110
Kesler Norman & Wride
Utah
$385K +$372K +5,416 New
OC
111
Oppenheimer & Co
New York
$376K +$364K +5,293 New
Northern Trust
112
Northern Trust
Illinois
$373K +$361K +5,250 New
CIC
113
Carnegie Investment Counsel
Ohio
$368K +$17.5K +255 +5%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$365K -$1.03K -15 -0.3%
SWP
115
Stratos Wealth Partners
Ohio
$361K +$350K +5,087 New
HFW
116
Horizon Family Wealth
Illinois
$331K +$5.7K +83 +2%
AWE
117
Avidian Wealth Enterprises
Texas
$330K +$69 +1 +0%
RFA
118
Register Financial Advisors
Georgia
$317K +$825 +12 +0.3%
SFC
119
Swisher Financial Concepts
Ohio
$313K +$69 +1 +0%
Wolverine Trading
120
Wolverine Trading
Illinois
$310K +$302K +4,388 New
PPP
121
Private Portfolio Partners
New Jersey
$304K +$294K +4,283 New
CF
122
Centaurus Financial
California
$303K -$6.87K -100 -2%
WIA
123
Wetzel Investment Advisors
Indiana
$295K +$14.8K +215 +5%
ICP
124
Interchange Capital Partners
Pennsylvania
$294K -$9.55K -139 -3%
DADC
125
D.A. Davidson & Co
Montana
$293K