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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
151
Interchange Capital Partners
Pennsylvania
$269K +$40.2K +458 +15%
Lido Advisors
152
Lido Advisors
California
$266K -$10.5K -120 -4%
ADL
153
Asset Dedication LLC
California
$266K
SM
154
Sensible Money
Arizona
$266K
CI
155
CX Institutional
Indiana
$265K -$67.5K -769 -19%
WFL
156
Wealth Forward LLC
North Dakota
$262K
XT
157
XTX Topco
Cayman Islands
$252K +$267K +3,047 New
SFM
158
Signet Financial Management
New Jersey
$249K -$88 -1 -0%
CCM
159
Consolidated Capital Management
California
$244K -$294K -3,354 -53%
FA
160
Fiduciary Alliance
South Carolina
$243K -$9.65K -110 -4%
BDF
161
Black Diamond Financial
Maryland
$243K
SPC
162
Sigma Planning Corp
Michigan
$243K -$16.9K -193 -6%
UBP
163
Union Bancaire Privee
Switzerland
$242K
IAIM
164
International Assets Investment Management
Florida
$240K -$2.46K -28 -1%
CIA
165
Capital Investment Advisors
Georgia
$239K +$88 +1 +0%
YWS
166
Yarger Wealth Strategies
Ohio
$237K
CA
167
Clearstead Advisors
Ohio
$236K
MA
168
Mutual Advisors
Nebraska
$232K
PCM
169
Pointe Capital Management
Michigan
$231K
AC
170
AlphaCore Capital
California
$230K +$176 +2 +0.1%
SFS
171
Sowell Financial Services
Arkansas
$226K -$13K -148 -5%
AWM
172
Apollon Wealth Management
South Carolina
$214K -$13.3K -151 -6%
MC
173
Moors & Cabot
Massachusetts
$211K +$12.2K +139 +6%
SFC
174
Swisher Financial Concepts
Ohio
$210K -$13.7K -156 -6%
COCM
175
Charter Oak Capital Management
New Hampshire
$209K -$126K -1,440 -36%