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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWP
101
Quotient Wealth Partners
Texas
$691K +$513K +5,850 +235%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$685K +$2.46K +28 +0.3%
CWM
103
Cordatus Wealth Management
Pennsylvania
$684K
QPWM
104
Quadrant Private Wealth Management
Pennsylvania
$618K +$8.86K +101 +1%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$612K +$91.2K +1,039 +16%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$595K -$346K -3,943 -36%
QCM
107
Quantinno Capital Management
New York
$593K +$83.5K +952 +15%
HAP
108
Harbor Asset Planning
Massachusetts
$584K +$1.4K +16 +0.2%
Cerity Partners
109
Cerity Partners
New York
$576K +$790 +9 +0.1%
LCG
110
Lakeshore Capital Group
Illinois
$572K -$6.23K -71 -1%
FPGK
111
Financial Partners Group (Kansas)
Kansas
$568K -$7.55K -86 -1%
CRWM
112
Castle Rock Wealth Management
California
$548K -$6.93K -79 -1%
BHB
113
Bank Hapoalim BM
Israel
$528K -$49.1K -560 -8%
BHBT
114
Burke & Herbert Bank & Trust
Virginia
$516K
IAG
115
Investmark Advisory Group
Connecticut
$515K +$1.84K +21 +0.3%
TPWA
116
TRUE Private Wealth Advisors
Oregon
$514K
SG
117
StoneX Group
New York
$508K -$53.4K -609 -9%
OCM
118
Objective Capital Management
Ohio
$486K +$176 +2 +0%
NIWA
119
New Insight Wealth Advisors
California
$483K -$3.42K -39 -0.7%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$443K -$281K -3,207 -37%
Northern Trust
121
Northern Trust
Illinois
$441K +$18.5K +211 +4%
FIA
122
Foundations Investment Advisors
Arizona
$424K -$55.7K -635 -11%
FMWA
123
Forvis Mazars Wealth Advisors
Missouri
$410K -$39K -444 -8%
WA
124
Waverly Advisors
Alabama
$406K -$1.14K -13 -0.3%
TW
125
TritonPoint Wealth
Maryland
$404K -$5.88K -67 -1%