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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
151
International Assets Investment Management
Florida
$251K +$873 +11 +0.4%
MA
152
Mutual Advisors
Nebraska
$248K
OIA
153
OneDigital Investment Advisors
Kansas
$247K +$79 +1 +0%
CIC
154
Carnegie Investment Counsel
Ohio
$245K -$380K -4,790 -63%
YWS
155
Yarger Wealth Strategies
Ohio
$244K +$476 +6 +0.2%
CA
156
Clearstead Advisors
Ohio
$244K +$226K +2,848 New
KWA
157
Kingswood Wealth Advisors
California
$244K -$164K -2,068 -42%
SFS
158
Sowell Financial Services
Arkansas
$243K -$139K -1,752 -38%
CIA
159
Capital Investment Advisors
Georgia
$243K +$79 +1 +0%
AWM
160
Apollon Wealth Management
South Carolina
$234K +$11.9K +150 +6%
AWS
161
Atria Wealth Solutions
New York
$233K -$39.7K -501 -16%
FA
162
Fiduciary Alliance
South Carolina
$233K +$216K +2,725 New
BFWA
163
Benchmark Financial Wealth Advisors
Florida
$233K +$216K +2,722 New
SPC
164
Sigma Planning Corp
Michigan
$230K -$38K -479 -15%
DC
165
Davenport & Co
Virginia
$225K -$31.3K -394 -13%
PCM
166
Pointe Capital Management
Michigan
$221K
Corient Private Wealth
167
Corient Private Wealth
Florida
$219K -$43.5K -548 -18%
EWA
168
EP Wealth Advisors
California
$215K +$199K +2,514 New
MC
169
Moors & Cabot
Massachusetts
$206K -$53.2K -671 -22%
AWM
170
AllSquare Wealth Management
New York
$206K
AHC
171
Adell Harriman & Carpenter
Texas
$205K +$190K +2,400 New
RCWM
172
Royal Capital Wealth Management
Indiana
$205K +$190K +2,400 New
PA
173
Promethium Advisors
Maryland
$205K -$19.8K -250 -9%
CGA
174
Crescent Grove Advisors
Illinois
$204K +$189K +2,379 New
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$203K +$137K +1,724 +268%