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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
$552K +$94.8K +1,177 +20%
FPGK
102
Financial Partners Group (Kansas)
Kansas
$549K +$4.11K +51 +0.7%
CIC
103
Carnegie Investment Counsel
Ohio
$547K +$187K +2,327 +44%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$536K +$55.2K +685 +11%
TSS
105
Two Sigma Securities
New York
$536K +$549K +6,821 New
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$528K +$189K +2,348 +54%
CAM
107
Cresset Asset Management
Illinois
$504K
COCM
108
Charter Oak Capital Management
New Hampshire
$504K +$517K +6,414 New
Northern Trust
109
Northern Trust
Illinois
$504K +$93.5K +1,161 +22%
TPWA
110
TRUE Private Wealth Advisors
Oregon
$488K
MW
111
Marcum Wealth
Ohio
$484K -$13.1K -163 -3%
IAG
112
Investmark Advisory Group
Connecticut
$483K +$1.29K +16 +0.3%
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$471K -$12.6K -156 -3%
PS
114
Principal Securities
Iowa
$467K
OCM
115
Objective Capital Management
Ohio
$460K +$161 +2 +0%
CCM
116
Consolidated Capital Management
California
$459K +$6.12K +76 +1%
TW
117
TritonPoint Wealth
Maryland
$451K +$10.5K +130 +2%
RAS
118
RPS Advisory Solutions
Kentucky
$444K +$455K +5,652 New
KNW
119
Kesler Norman & Wride
Utah
$417K -$14.8K -184 -3%
BRWA
120
B. Riley Wealth Advisors
Florida
$408K -$105K -1,305 -20%
KWA
121
Kingswood Wealth Advisors
California
$386K -$173K -2,151 -30%
HFW
122
Horizon Family Wealth
Illinois
$380K -$27K -335 -6%
PAS
123
Park Avenue Securities
New York
$377K +$33.3K +414 +9%
AWE
124
Avidian Wealth Enterprises
Texas
$366K +$81 +1 +0%
SFS
125
Sowell Financial Services
Arkansas
$361K +$370K +4,590 New