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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$93K -$25K -459 -20%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$85.4K
TPCW
153
TD Private Client Wealth
New York
$85K -$26.5K -486 -22%
IA
154
IFP Advisors
Florida
$72.9K -$3.2M -58,626 -97%
BAM
155
Belpointe Asset Management
Nevada
$70.8K +$491 +9 +0.6%
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$61.3K -$88.6K -1,623 -57%
S
157
SignatureFD
Georgia
$49.5K -$2.78K -51 -5%
CA
158
Centerpoint Advisors
Massachusetts
$48K +$52.4K +960 New
EAM
159
Erste Asset Management
Austria
$44.6K +$48.9K +897 New
BFEC
160
Benjamin F. Edwards & Company
Missouri
$42K -$170K -3,123 -79%
SWM
161
Spire Wealth Management
Virginia
$35.7K -$5.57K -102 -13%
CTC
162
Central Trust Company
Missouri
$34.8K +$37.6K +690 New
GWSG
163
GPS Wealth Strategies Group
Colorado
$34.1K +$37K +678 New
CSWM
164
Cassady Schiller Wealth Management
Ohio
$30.2K
YDMI
165
Y.D. More Investments
Israel
$29.9K +$14.7K +270 +82%
PTC
166
Private Trust Company
Ohio
$28.7K -$262K -4,794 -89%
Bank Julius Baer & Co
167
Bank Julius Baer & Co
Switzerland
$28K +$30.1K +552 New
RA
168
Rise Advisors
New York
$25.3K +$164 +3 +0.6%
GT
169
Glenmede Trust
Pennsylvania
$24.3K
SIC
170
Salem Investment Counselors
North Carolina
$22.6K
LWP
171
Lumature Wealth Partners
Georgia
$22K
TFGT
172
TS Financial Group (TSFG)
Illinois
$20K
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
$18.1K
CAL
174
Capital Analysts LLC
Pennsylvania
$18K -$42.4K -777 -69%
TAM
175
Tucker Asset Management
Colorado
$17.4K