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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Commerce Bank
Missouri
$308K
HSA
127
HBK Sorce Advisory
Pennsylvania
$307K +$77 +1 +0%
CF
128
Centaurus Financial
California
$302K -$29.6K -384 -9%
SFM
129
Signet Financial Management
New Jersey
$295K -$3.93K -51 -1%
Corient Private Wealth
130
Corient Private Wealth
Florida
$290K +$2.54K +33 +0.9%
MA
131
Mutual Advisors
Nebraska
$282K
VCM
132
Vivaldi Capital Management
Illinois
$277K +$256K +3,321 New
ICP
133
Interchange Capital Partners
Pennsylvania
$271K -$50.7K -657 -16%
LSA
134
Lion Street Advisors
Texas
$269K
AIM
135
Athena Investment Management
California
$260K
BCI
136
Brinker Capital Investments
Pennsylvania
$258K +$256K +3,321 New
OPS
137
Orion Portfolio Solutions
Nebraska
$258K +$256K +3,321 New
IAIM
138
International Assets Investment Management
Florida
$257K -$28.2K -366 -10%
CPIG
139
Chicago Partners Investment Group
Illinois
$256K +$154 +2 +0.1%
P
140
&Partners
Tennessee
$255K +$251K +3,258 New
ADL
141
Asset Dedication LLC
California
$250K
SM
142
Sensible Money
Arizona
$250K
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$250K
PCIA
144
Prime Capital Investment Advisors
Kansas
$249K
AWS
145
Atria Wealth Solutions
New York
$248K +$26.4K +342 +12%
WFL
146
Wealth Forward LLC
North Dakota
$246K
MC
147
Moors & Cabot
Massachusetts
$244K +$242K +3,142 New
Citadel Advisors
148
Citadel Advisors
Florida
$241K -$2.21M -28,599 -90%
DC
149
Davenport & Co
Virginia
$234K -$1.7K -22 -0.7%
VP
150
Verum Partners
North Carolina
$233K