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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
126
HBK Sorce Advisory
Pennsylvania
$262K +$248K +4,587 New
FANJ
127
Financial Architects (New Jersey)
New Jersey
$257K
CIA
128
Capital Investment Advisors
Georgia
$255K
WWM
129
Western Wealth Management
Colorado
$253K +$8.44K +156 +4%
PPP
130
Private Portfolio Partners
New Jersey
$246K +$5.68K +105 +2%
OIA
131
OneDigital Investment Advisors
Kansas
$231K +$219K +4,053 New
BFEC
132
Benjamin F. Edwards & Company
Missouri
$230K -$2.6K -48 -1%
SIC
133
Samalin Investment Counsel
New York
$229K
VFA
134
Voya Financial Advisors
Connecticut
$229K +$216K +3,984 New
W
135
WealthOne
New York
$222K +$211K +3,891 New
WAM
136
WNY Asset Management
New York
$220K +$209K +3,864 New
Bank of New York Mellon
137
Bank of New York Mellon
New York
$217K -$16.2K -300 -7%
GIA
138
Goodwin Investment Advisory
Georgia
$215K -$12.2K -225 -6%
CB
139
Commerce Bank
Missouri
$214K +$203K +3,750 New
SWP
140
Stratos Wealth Partners
Ohio
$210K +$199K +3,681 New
AC
141
Abbrea Capital
California
$209K -$154K -2,850 -44%
QCM
142
Quest Capital Management
Texas
$209K +$198K +3,657 New
MOS
143
MGO One Seven
Ohio
$205K +$194K +3,594 New
SFS
144
Sowell Financial Services
Arkansas
$201K -$354K -6,540 -67%
GLLW
145
Graves Light Lenhart Wealth
Virginia
$188K +$60.2K +1,113 +51%
LPIC
146
LeJeune Puetz Investment Counsel
Michigan
$139K
AWM
147
AllSquare Wealth Management
New York
$137K
EAM
148
Erste Asset Management
Austria
$134K
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$125K +$118K +2,184 New
NFG
150
Next Financial Group
Texas
$119K +$28.9K +534 +35%