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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
151
Realta Investment Advisors
Delaware
$248K -$11.8K -285 -4%
KPWS
152
Kestra Private Wealth Services
Texas
$247K +$250K +6,057 New
VAG
153
VisionPoint Advisory Group
Texas
$241K -$63.8K -1,548 -21%
US Bancorp
154
US Bancorp
Minnesota
$223K -$11.3K -273 -5%
M&T Bank
155
M&T Bank
New York
$223K +$226K +5,487 New
RFN
156
RDA Financial Network
Iowa
$220K
SP
157
Successful Portfolios
Florida
$211K +$214K +5,181 New
RSWM
158
Robertson Stephens Wealth Management
California
$211K +$214K +5,193 New
FAIM
159
Financial Advocates Investment Management
Washington
$210K -$1.79M -43,386 -89%
WS
160
Wedbush Securities
California
$210K -$37.1K -900 -15%
AIA
161
Arbor Investment Advisors
North Carolina
$207K
TCA
162
Transcend Capital Advisors
New Jersey
$207K +$210K +5,088 New
FCA
163
FinTrust Capital Advisors
South Carolina
$188K -$6.31K -153 -3%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$169K +$7.67K +186 +5%
EDRH
165
Edmond de Rothschild Holding
Switzerland
$159K +$80.4K +1,950 +100%
GWM
166
Geneos Wealth Management
Colorado
$148K
MCM
167
Manchester Capital Management
Vermont
$136K
NFG
168
Next Financial Group
Texas
$115K -$91.9K -2,229 -44%
APC
169
Aspire Private Capital
North Carolina
$101K +$6.56K +159 +7%
AWM
170
AllSquare Wealth Management
New York
$98K
EAM
171
Erste Asset Management
Austria
$95.4K -$15.5K -375 -14%
CFA
172
Carroll Financial Associates
North Carolina
$79K
QCG
173
Quadrant Capital Group
Ohio
$78K +$73.5K +1,782 +1,414%
TC
174
Trust Company
Kansas
$68K
AA
175
Ancora Advisors
Ohio
$67K +$67.4K +1,635 New