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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$353K
SPIA
127
Steward Partners Investment Advisory
New York
$343K +$98.6K +1,243 +45%
CB
128
Commerce Bank
Missouri
$338K
CRC
129
Curi RMB Capital
Illinois
$337K +$91.1K +1,148 +41%
CF
130
Centaurus Financial
California
$337K +$4.68K +59 +2%
HSA
131
HBK Sorce Advisory
Pennsylvania
$328K -$8.72K -110 -3%
SFM
132
Signet Financial Management
New Jersey
$326K +$11.4K +144 +4%
OFS
133
Orrstown Financial Services
Pennsylvania
$315K +$292K +3,683 New
P
134
&Partners
Tennessee
$315K -$397 -5 -0.1%
MFG
135
Magnus Financial Group
New York
$313K +$49.5K +624 +21%
CPIG
136
Chicago Partners Investment Group
Illinois
$309K +$159 +2 +0.1%
PCIA
137
Prime Capital Investment Advisors
Kansas
$300K -$24K -302 -8%
VA
138
Valmark Advisers
Ohio
$297K +$15.5K +195 +6%
LSA
139
Lion Street Advisors
Texas
$290K
AIM
140
Athena Investment Management
California
$286K
ICP
141
Interchange Capital Partners
Pennsylvania
$282K -$10.2K -129 -4%
VFA
142
Valeo Financial Advisors
Indiana
$280K +$260K +3,273 New
Lido Advisors
143
Lido Advisors
California
$275K
ADL
144
Asset Dedication LLC
California
$275K
SM
145
Sensible Money
Arizona
$275K
WFL
146
Wealth Forward LLC
North Dakota
$271K
SFC
147
Swisher Financial Concepts
Ohio
$265K
WA
148
Waverly Advisors
Alabama
$264K +$245K +3,085 New
UBP
149
Union Bancaire Privee
Switzerland
$254K
BDF
150
Black Diamond Financial
Maryland
$251K