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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
126
Realta Investment Advisors
Delaware
$334K
IGWM
127
ICA Group Wealth Management
Colorado
$332K -$78.9K -1,506 -19%
CG
128
Colony Group
Massachusetts
$327K +$327K +6,231 New
F
129
F3Logic
Minnesota
$320K -$39.8K -759 -11%
GBS
130
Gallagher Benefit Services
Illinois
$320K +$319K +6,087 New
COCM
131
Charter Oak Capital Management
New Hampshire
$319K
IAG
132
Investmark Advisory Group
Connecticut
$312K +$1.89K +36 +0.6%
TPWA
133
TRUE Private Wealth Advisors
Oregon
$305K +$11.9K +228 +4%
Bank of New York Mellon
134
Bank of New York Mellon
New York
$305K +$26.7K +510 +10%
PTC
135
Private Trust Company
Ohio
$282K +$251K +4,794 +841%
SFI
136
SPC Financial Inc
Maryland
$275K
PCM
137
Pointe Capital Management
Michigan
$274K
WAM
138
WNY Asset Management
New York
$267K -$7.86K -150 -3%
DI
139
DFPG Investments
Utah
$258K +$13.2K +252 +6%
MMA
140
Miracle Mile Advisors
California
$258K +$258K +4,917 New
SPC
141
Sigma Planning Corp
Michigan
$255K +$629 +12 +0.2%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$251K +$12.4K +237 +5%
AF
143
Advisornet Financial
Minnesota
$250K -$174K -3,318 -41%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$250K -$92.1K -1,758 -27%
TC
145
TownSquare Capital
Utah
$243K +$242K +4,620 New
OIA
146
OneDigital Investment Advisors
Kansas
$241K
PPP
147
Private Portfolio Partners
New Jersey
$239K -$5.34K -102 -2%
FANJ
148
Financial Architects (New Jersey)
New Jersey
$236K
PFG
149
Pinnacle Financial Group
Illinois
$236K
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$236K -$45.3K -864 -16%