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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$479K
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$478K +$179K +2,323 +61%
IAG
103
Investmark Advisory Group
Connecticut
$477K +$1.54K +20 +0.3%
PS
104
Principal Securities
Iowa
$467K -$6.48K -84 -1%
OCM
105
Objective Capital Management
Ohio
$456K +$154 +2 +0%
NIWA
106
New Insight Wealth Advisors
California
$455K -$37.1K -481 -8%
CCM
107
Consolidated Capital Management
California
$449K -$18.3K -237 -4%
TW
108
TritonPoint Wealth
Maryland
$437K -$2.85K -37 -0.7%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$429K +$28.8K +374 +7%
KNW
110
Kesler Norman & Wride
Utah
$427K +$5.71K +74 +1%
CIC
111
Carnegie Investment Counsel
Ohio
$414K +$10.4K +135 +3%
OC
112
Oppenheimer & Co
New York
$412K +$386 +5 +0.1%
Northern Trust
113
Northern Trust
Illinois
$409K
HFW
114
Horizon Family Wealth
Illinois
$403K +$39.5K +512 +11%
SWP
115
Stratos Wealth Partners
Ohio
$384K -$12K -155 -3%
MW
116
Maia Wealth
Colorado
$364K +$337K +4,368 New
AWE
117
Avidian Wealth Enterprises
Texas
$362K +$77 +1 +0%
RCM
118
Riggs Capital Management
Utah
$356K +$353K +4,580 New
RFA
119
Register Financial Advisors
Georgia
$348K +$848 +11 +0.2%
PAS
120
Park Avenue Securities
New York
$341K +$338K +4,387 New
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$340K +$66.7K +865 +25%
PPP
122
Private Portfolio Partners
New Jersey
$333K +$77 +1 +0%
WIA
123
Wetzel Investment Advisors
Indiana
$331K +$7.71K +100 +2%
Fisher Asset Management
124
Fisher Asset Management
Washington
$328K +$55K +713 +20%
DADC
125
D.A. Davidson & Co
Montana
$320K