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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Commerce Bank
Missouri
$281K +$14K +204 +5%
HSA
127
HBK Sorce Advisory
Pennsylvania
$280K
GCP
128
GSA Capital Partners
United Kingdom
$276K +$49.5K +720 +23%
SFM
129
Signet Financial Management
New Jersey
$273K -$4.54K -66 -2%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$271K +$262K +3,818 New
Corient Private Wealth
131
Corient Private Wealth
Florida
$263K +$40.5K +589 +19%
IAIM
132
International Assets Investment Management
Florida
$261K +$25.1K +366 +11%
MA
133
Mutual Advisors
Nebraska
$260K
Fisher Asset Management
134
Fisher Asset Management
Washington
$249K +$1.51K +22 +0.6%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$249K +$14.6K +213 +6%
LSA
136
Lion Street Advisors
Texas
$245K
CPIG
137
Chicago Partners Investment Group
Illinois
$243K +$137 +2 +0.1%
AIM
138
Athena Investment Management
California
$238K
ADL
139
Asset Dedication LLC
California
$228K
SM
140
Sensible Money
Arizona
$228K
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$228K
PCIA
142
Prime Capital Investment Advisors
Kansas
$227K
CWA
143
Capital Wealth Alliance
Arizona
$225K -$80.6K -1,173 -27%
WFL
144
Wealth Forward LLC
North Dakota
$225K
RJT
145
Raymond James Trust
Florida
$218K -$80.2K -1,167 -28%
DC
146
Davenport & Co
Virginia
$215K -$8.31K -121 -4%
VP
147
Verum Partners
North Carolina
$213K +$206K +3,000 New
BDF
148
Black Diamond Financial
Maryland
$208K +$201K +2,931 New
SPC
149
Sigma Planning Corp
Michigan
$207K +$200K +2,909 New
OIA
150
OneDigital Investment Advisors
Kansas
$205K +$198K +2,887 New