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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
$252K
CIC
152
Carnegie Investment Counsel
Ohio
$249K -$7.03K -80 -3%
FA
153
Fiduciary Alliance
South Carolina
$249K +$4.39K +50 +2%
MA
154
Mutual Advisors
Nebraska
$245K
AWM
155
Apollon Wealth Management
South Carolina
$245K +$88 +1 +0%
SFC
156
Swisher Financial Concepts
Ohio
$241K -$35.9K -408 -13%
SPC
157
Sigma Planning Corp
Michigan
$241K +$264 +3 +0.1%
DAS
158
Diversify Advisory Services
Utah
$232K +$232K +2,640 New
PCM
159
Pointe Capital Management
Michigan
$232K
Corient Private Wealth
160
Corient Private Wealth
Florida
$228K -$2.2K -25 -1%
DC
161
Davenport & Co
Virginia
$226K -$9.05K -103 -4%
TRCT
162
Tower Research Capital (TRC)
New York
$223K +$218K +2,485 New
USCWA
163
U.S. Capital Wealth Advisors
Texas
$219K +$215K +2,448 New
AWM
164
AllSquare Wealth Management
New York
$216K
MC
165
Moors & Cabot
Massachusetts
$216K
AHC
166
Adell Harriman & Carpenter
Texas
$215K
RCWM
167
Royal Capital Wealth Management
Indiana
$215K
CGA
168
Crescent Grove Advisors
Illinois
$213K
OIA
169
OneDigital Investment Advisors
Kansas
$210K -$47.9K -545 -19%
William Blair & Company
170
William Blair & Company
Illinois
$205K
FFA
171
Founders Financial Alliance
North Carolina
$205K +$148K +1,683 +281%
ACA
172
Aptus Capital Advisors
Alabama
$203K +$88 +1 +0%
LFP
173
Leeward Financial Partners
Washington
$202K +$198K +2,250 New
SFI
174
SPC Financial Inc
Maryland
$202K +$198K +2,250 New
PA
175
Promethium Advisors
Maryland
$201K -$13.2K -150 -6%