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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
101
Quantinno Capital Management
New York
$588K -$24.2K -275 -4%
NIWA
102
New Insight Wealth Advisors
California
$573K -$52.5K -597 -9%
Cerity Partners
103
Cerity Partners
New York
$560K -$263K -2,993 -32%
TPWA
104
TRUE Private Wealth Advisors
Oregon
$556K
IAG
105
Investmark Advisory Group
Connecticut
$554K +$1.41K +16 +0.3%
Focus Partners Wealth
106
Focus Partners Wealth
Massachusetts
$542K -$68.1K -775 -11%
COCM
107
Charter Oak Capital Management
New Hampshire
$541K -$4.39K -50 -0.8%
FMWA
108
Forvis Mazars Wealth Advisors
Missouri
$537K
OCM
109
Objective Capital Management
Ohio
$525K +$176 +2 +0%
CCM
110
Consolidated Capital Management
California
$503K -$39.1K -445 -7%
PCA
111
Prosperity Capital Advisors
Ohio
$488K -$128K -1,458 -21%
HFW
112
Horizon Family Wealth
Illinois
$466K +$24.7K +281 +6%
Northern Trust
113
Northern Trust
Illinois
$459K -$11.9K -135 -3%
PAS
114
Park Avenue Securities
New York
$448K -$3.25K -37 -0.7%
P
115
&Partners
Tennessee
$445K +$113K +1,283 +35%
SG
116
StoneX Group
New York
$437K +$429K +4,877 New
KNW
117
Kesler Norman & Wride
Utah
$427K +$13.2K +150 +3%
AWE
118
Avidian Wealth Enterprises
Texas
$417K +$88 +1 +0%
TW
119
TritonPoint Wealth
Maryland
$413K
RFA
120
Register Financial Advisors
Georgia
$409K +$6.07K +69 +2%
AFA
121
Allium Financial Advisors
Oregon
$398K
WS
122
Wedbush Securities
California
$391K -$281K -3,194 -42%
DADC
123
D.A. Davidson & Co
Montana
$369K
SPIA
124
Steward Partners Investment Advisory
New York
$365K +$6.07K +69 +2%
CF
125
Centaurus Financial
California
$355K +$1.76K +20 +0.5%