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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCG
101
Lakeshore Capital Group
Illinois
$643K -$5.98K -67 -1%
Cerity Partners
102
Cerity Partners
New York
$641K +$62K +695 +11%
BHB
103
Bank Hapoalim BM
Israel
$639K -$27K -303 -4%
FPGK
104
Financial Partners Group (Kansas)
Kansas
$627K -$34K -381 -5%
SG
105
StoneX Group
New York
$622K +$167K +1,866 +38%
CRWM
106
Castle Rock Wealth Management
California
$603K +$357 +4 +0.1%
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$585K +$26.2K +293 +5%
CCM
108
Consolidated Capital Management
California
$581K +$61.2K +686 +12%
BHBT
109
Burke & Herbert Bank & Trust
Virginia
$575K -$508K -5,697 -48%
TPWA
110
TRUE Private Wealth Advisors
Oregon
$573K
QCM
111
Quantinno Capital Management
New York
$572K -$31.7K -355 -5%
IAG
112
Investmark Advisory Group
Connecticut
$572K +$1.52K +17 +0.3%
NIWA
113
New Insight Wealth Advisors
California
$542K -$46K -515 -8%
OCM
114
Objective Capital Management
Ohio
$541K +$179 +2 +0%
FIA
115
Foundations Investment Advisors
Arizona
$531K -$33.9M -380,060 -99%
FMWA
116
Forvis Mazars Wealth Advisors
Missouri
$497K -$54K -605 -10%
CPA
117
Capital Performance Advisors
California
$473K +$458K +5,132 New
Northern Trust
118
Northern Trust
Illinois
$472K
TW
119
TritonPoint Wealth
Maryland
$456K +$29.6K +332 +7%
WA
120
Waverly Advisors
Alabama
$454K +$165K +1,845 +60%
HFW
121
Horizon Family Wealth
Illinois
$435K -$42.8K -480 -9%
AWE
122
Avidian Wealth Enterprises
Texas
$430K +$89 +1 +0%
WWMP
123
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$427K +$413K +4,629 New
DADC
124
D.A. Davidson & Co
Montana
$424K +$42.8K +479 +12%
RFA
125
Register Financial Advisors
Georgia
$422K +$893 +10 +0.2%