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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$591K -$118K -1,491 -18%
PCA
102
Prosperity Capital Advisors
Ohio
$591K -$75.8K -955 -12%
QCM
103
Quantinno Capital Management
New York
$585K -$106K -1,340 -16%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$584K
CRWM
105
Castle Rock Wealth Management
California
$581K -$32.8K -413 -6%
HAP
106
Harbor Asset Planning
Massachusetts
$550K +$510K +6,431 New
RAS
107
RPS Advisory Solutions
Kentucky
$537K +$50.3K +634 +11%
TPWA
108
TRUE Private Wealth Advisors
Oregon
$531K
IAG
109
Investmark Advisory Group
Connecticut
$528K +$1.35K +17 +0.3%
COCM
110
Charter Oak Capital Management
New Hampshire
$521K -$26.3K -331 -5%
CCM
111
Consolidated Capital Management
California
$519K +$16.9K +213 +4%
FMWA
112
Forvis Mazars Wealth Advisors
Missouri
$513K
BCI
113
Brinker Capital Investments
Pennsylvania
$508K +$224K +2,828 +91%
OCM
114
Objective Capital Management
Ohio
$502K +$159 +2 +0%
CAM
115
Cresset Asset Management
Illinois
$459K -$84.2K -1,062 -17%
KNW
116
Kesler Norman & Wride
Utah
$457K +$2.7K +34 +0.6%
Northern Trust
117
Northern Trust
Illinois
$449K -$92.1K -1,161 -18%
PAS
118
Park Avenue Securities
New York
$431K +$18.6K +234 +5%
HFW
119
Horizon Family Wealth
Illinois
$421K +$5.87K +74 +2%
AWE
120
Avidian Wealth Enterprises
Texas
$398K +$79 +1 +0%
TW
121
TritonPoint Wealth
Maryland
$395K -$90.3K -1,138 -20%
FFA
122
Florida Financial Advisors
Florida
$394K +$365K +4,604 New
RFA
123
Register Financial Advisors
Georgia
$384K +$714 +9 +0.2%
AFA
124
Allium Financial Advisors
Oregon
$380K
WIA
125
Wetzel Investment Advisors
Indiana
$353K -$2.94K -37 -0.9%