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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Cetera Advisors
Colorado
$459K +$444K +11,544 New
PPP
127
Private Portfolio Partners
New Jersey
$457K +$441K +11,484 New
MAFM
128
Mid Atlantic Financial Management
Pennsylvania
$451K +$435K +11,328 New
MBT
129
Montecito Bank & Trust
California
$426K +$411K +10,698 New
FMWA
130
Forvis Mazars Wealth Advisors
Missouri
$409K -$11.5K -300 -3%
AA
131
AlphaMark Advisors
Kentucky
$402K +$105K +2,733 +37%
DI
132
DFPG Investments
Utah
$385K +$12.6K +327 +3%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$379K -$37.7K -981 -9%
AAS
134
Avantax Advisory Services
Texas
$376K
ANTB
135
AMG National Trust Bank
Colorado
$370K +$346 +9 +0.1%
PCG
136
Private Capital Group
Connecticut
$368K +$305K +7,932 +602%
SFS
137
Sowell Financial Services
Arkansas
$348K +$296K +7,692 +733%
SPC
138
Sigma Planning Corp
Michigan
$339K +$328K +8,529 New
PAG
139
Private Advisor Group
New Jersey
$338K +$326K +8,484 New
CWM
140
Cordatus Wealth Management
Pennsylvania
$329K
PFS
141
Prospera Financial Services
Texas
$329K
BAM
142
Belpointe Asset Management
Nevada
$319K +$308K +8,028 New
IA
143
IFP Advisors
Florida
$315K +$275K +7,152 +666%
VAG
144
VisionPoint Advisory Group
Texas
$306K +$287K +7,464 New
LA
145
Legacy Advisors
Pennsylvania
$304K
CAN
146
Cetera Advisor Networks
California
$299K -$517K -13,443 -64%
WWM
147
Western Wealth Management
Colorado
$299K +$289K +7,509 New
JIC
148
Johnson Investment Counsel
Ohio
$261K
CAG
149
Csenge Advisory Group
Florida
$255K +$246K +6,414 New
RIA
150
Realta Investment Advisors
Delaware
$254K +$17.5K +456 +8%