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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$426K +$98.1K +2,379 +29%
FMWA
127
Forvis Mazars Wealth Advisors
Missouri
$418K
AA
128
AlphaMark Advisors
Kentucky
$411K +$124 +3 +0%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$402K +$14.1K +342 +4%
MBT
130
Montecito Bank & Trust
California
$392K -$43.6K -1,056 -10%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$253K +6,138 +178%
DI
132
DFPG Investments
Utah
$386K -$26.9K -651 -7%
ANTB
133
AMG National Trust Bank
Colorado
$378K +$124 +3 +0%
SPC
134
Sigma Planning Corp
Michigan
$374K +$27.3K +663 +8%
PCG
135
Private Capital Group
Connecticut
$362K -$14.8K -360 -4%
BAM
136
Belpointe Asset Management
Nevada
$360K +$34.5K +837 +10%
CWM
137
Cordatus Wealth Management
Pennsylvania
$336K
PFS
138
Prospera Financial Services
Texas
$336K
AWE
139
Avidian Wealth Enterprises
Texas
$331K +$87.6K +2,124 +35%
WWM
140
Western Wealth Management
Colorado
$320K +$15K +363 +5%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$316K -$558K -13,536 -64%
LA
142
Legacy Advisors
Pennsylvania
$311K
MWC
143
MBM Wealth Consultants
Missouri
$305K -$241K -5,835 -44%
KAS
144
Kestra Advisory Services
Texas
$304K +$3.71K +90 New
CAN
145
Cetera Advisor Networks
California
$280K -$26.6K -645 -9%
RJT
146
Raymond James Trust
Florida
$279K +$27.7K +672 +11%
PA
147
Parallel Advisors
California
$276K +$24.5K +594 +10%
SWM
148
SigFig Wealth Management
California
$269K +$276K +6,687 New
JIC
149
Johnson Investment Counsel
Ohio
$267K
SWP
150
Stratos Wealth Partners
Ohio
$252K +$255K +6,192 New