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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
126
Prospera Financial Services
Texas
$562K
AG
127
Ascent Group
Virginia
$546K +$574K +8,802 New
CWM
128
Cordatus Wealth Management
Pennsylvania
$531K +$538K +8,256 New
VAG
129
VisionPoint Advisory Group
Texas
$518K +$513K +7,875 New
VAFP
130
Vahanian & Associates Financial Planning
New York
$518K +$525K +8,055 New
T
131
TCWP
Ohio
$492K +$499K +7,650 New
US Bancorp
132
US Bancorp
Minnesota
$490K -$74.7K -1,146 -13%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$490K -$18.4K -282 -4%
AAS
134
Avantax Advisory Services
Texas
$483K +$61.6K +945 +14%
PCM
135
Pennsylvania Capital Management
Pennsylvania
$481K -$293K -4,497 -38%
AF
136
Advisornet Financial
Minnesota
$474K +$90.6K +1,389 +23%
BRWA
137
B. Riley Wealth Advisors
Florida
$473K -$29.5K -453 -6%
F
138
F3Logic
Minnesota
$468K +$7.43K +114 +2%
IDA
139
Intelligence Driven Advisers
California
$462K +$16.8K +258 +4%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$451K +$24.4K +375 +6%
AA
141
AlphaMark Advisors
Kentucky
$430K -$41.1K -630 -9%
SB
142
Strategic Blueprint
Georgia
$426K -$283K -4,347 -40%
CF
143
Centaurus Financial
California
$425K -$168K -2,583 -28%
9WM
144
9258 Wealth Management
Ohio
$425K +$27.2K +417 +7%
WS
145
Wedbush Securities
California
$420K +$1.17K +18 +0.3%
OCM
146
Objective Capital Management
Ohio
$415K +$420K +6,441 New
FTUS
147
Flow Traders U.S.
New York
$406K -$4.69M -71,931 -92%
RIA
148
Realta Investment Advisors
Delaware
$398K +$3.33K +51 +0.8%
IAG
149
Investmark Advisory Group
Connecticut
$373K +$379K +5,808 New
PCM
150
Pointe Capital Management
Michigan
$336K