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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBP
151
Union Bancaire Privee
Switzerland
$233K +$231K +3,000 New
BDF
152
Black Diamond Financial
Maryland
$228K
OIA
153
OneDigital Investment Advisors
Kansas
$225K +$77 +1 +0%
SPC
154
Sigma Planning Corp
Michigan
$225K -$1.62K -21 -0.7%
YWS
155
Yarger Wealth Strategies
Ohio
$221K +$540 +7 +0.2%
CIA
156
Capital Investment Advisors
Georgia
$221K +$77 +1 +0%
CRC
157
Curi RMB Capital
Illinois
$217K +$215K +2,790 New
PCM
158
Pointe Capital Management
Michigan
$208K +$206K +2,676 New
PA
159
Promethium Advisors
Maryland
$205K +$204K +2,640 New
MFG
160
Magnus Financial Group
New York
$205K +$203K +2,636 New
AF
161
Advisornet Financial
Minnesota
$201K -$3.7K -48 -2%
AWM
162
AllSquare Wealth Management
New York
$187K
MCM
163
MAI Capital Management
Ohio
$180K +$178K +2,310 New
FFL
164
Financial Freedom LLC
Ohio
$179K -$35K -454 -16%
FFA
165
Founders Financial Alliance
North Carolina
$176K +$463 +6 +0.3%
William Blair & Company
166
William Blair & Company
Illinois
$175K -$5.55K -72 -3%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$173K -$21.6K -280 -11%
ACA
168
Aptus Capital Advisors
Alabama
$170K +$127K +1,649 +308%
EWA
169
EP Wealth Advisors
California
$163K -$11.6K -150 -7%
Citigroup
170
Citigroup
New York
$161K
TPCW
171
TD Private Client Wealth
New York
$160K -$1.16K -15 -0.7%
CCMW
172
Cypress Capital Management (Wyoming)
Wyoming
$139K -$1.47K -19 -1%
RIL
173
Rothschild Investment LLC
Illinois
$138K
OP
174
ORG Partners
Indiana
$117K
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$117K +$116K +1,500 New