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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$202K +$195K +2,841 New
CIA
152
Capital Investment Advisors
Georgia
$201K +$195K +2,833 New
YWS
153
Yarger Wealth Strategies
Ohio
$201K +$194K +2,830 New
FFL
154
Financial Freedom LLC
Ohio
$196K -$13.1K -190 -6%
AF
155
Advisornet Financial
Minnesota
$187K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$178K -$23K -335 -12%
AWM
157
AllSquare Wealth Management
New York
$171K
William Blair & Company
158
William Blair & Company
Illinois
$165K +$5.08K +74 +3%
FFA
159
Founders Financial Alliance
North Carolina
$161K +$344 +5 +0.2%
EWA
160
EP Wealth Advisors
California
$160K +$33.9K +494 +28%
TPCW
161
TD Private Client Wealth
New York
$147K -$3.37K -49 -2%
Citigroup
162
Citigroup
New York
$147K +$83.2K +1,211 +142%
CCMW
163
Cypress Capital Management (Wyoming)
Wyoming
$128K +$124K +1,800 New
RIL
164
Rothschild Investment LLC
Illinois
$126K +$104K +1,510 +572%
OP
165
ORG Partners
Indiana
$107K
AA
166
AlphaMark Advisors
Kentucky
$99K
GI
167
GAMMA Investing
California
$94K
CA
168
CoreCap Advisors
Michigan
$91K +$88K +1,281 New
HI
169
Harbour Investments
Wisconsin
$86.7K +$50.9K +741 +154%
ATS
170
Ashton Thomas Securities
New York
$75.4K
PS
171
Planned Solutions
California
$72.9K +$70.5K +1,026 New
S
172
SignatureFD
Georgia
$72.3K -$2.47K -36 -3%
MHR
173
Matthew Hamilton Rosenberg
$63.9K
KFP
174
Keener Financial Planning
Texas
$63K
NS
175
NBC Securities
Alabama
$62K