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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
126
Raymond James Trust
Florida
$291K -$585K -10,797 -65%
IAG
127
Investmark Advisory Group
Connecticut
$289K +$1.63K +30 +0.5%
AWA
128
Aaron Wealth Advisors
Illinois
$286K
WAM
129
WNY Asset Management
New York
$273K +$24.4K +450 +9%
IDA
130
Intelligence Driven Advisers
California
$270K -$67K -1,236 -19%
T
131
TCWP
Ohio
$265K -$58.1K -1,071 -17%
CS
132
Comerica Securities
Michigan
$258K
PCM
133
Pointe Capital Management
Michigan
$258K
MWM
134
Meridian Wealth Management
Kentucky
$256K +$281K +5,187 New
DC
135
Davenport & Co
Virginia
$255K -$3.41M -62,868 -92%
CF
136
Centaurus Financial
California
$255K +$5.69K +105 +2%
AIA
137
Arbor Investment Advisors
North Carolina
$252K
KCM
138
Karp Capital Management
California
$250K -$6.51K -120 -2%
TPWA
139
TRUE Private Wealth Advisors
Oregon
$245K
TI
140
Trexquant Investment
Connecticut
$245K +$268K +4,950 New
KA
141
Kovack Advisors
Florida
$244K -$1.11M -20,433 -81%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$230K +$325 +6 +0.1%
PPP
143
Private Portfolio Partners
New Jersey
$230K +$163 +3 +0.1%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$229K +$21.1K +390 +9%
DI
145
DFPG Investments
Utah
$224K +$2.93K +54 +1%
VAG
146
VisionPoint Advisory Group
Texas
$223K -$689K -12,708 -76%
HSA
147
HBK Sorce Advisory
Pennsylvania
$223K +$245K +4,512 New
VAFP
148
Vahanian & Associates Financial Planning
New York
$222K -$81.3K -1,500 -25%
PFG
149
Pinnacle Financial Group
Illinois
$222K
CIA
150
Capital Investment Advisors
Georgia
$220K