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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Promethium Advisors
176
Promethium Advisors
Maryland
$203K +$196K +2,240 New
Interchange Capital Partners
177
Interchange Capital Partners
Pennsylvania
$201K -$105K -1,200 -35%
Pinnacle Financial Group
178
Pinnacle Financial Group
Illinois
$201K +$195K +2,220 New
Founders Financial Alliance
179
Founders Financial Alliance
North Carolina
$198K -$8.86K -101 -4%
Aptus Capital Advisors
180
Aptus Capital Advisors
Alabama
$194K -$9.47K -108 -5%
GAMMA Investing
181
GAMMA Investing
California
$192K +$51.9K +592 +39%
Tower Research Capital (TRC)
182
Tower Research Capital (TRC)
New York
$169K -$1.37M -15,664 -89%
NBC Securities
183
NBC Securities
Alabama
$165K -$263 -3 -0.2%
Rothschild Investment LLC
184
Rothschild Investment LLC
Illinois
$161K +$88 +1 +0.1%
Allworth Financial
185
Allworth Financial
California
$160K +$2.19K +25 +1%
Mosley Wealth Management
186
Mosley Wealth Management
California
$126K -$635K -7,243 -84%
Cypress Capital Management (Wyoming)
187
Cypress Capital Management (Wyoming)
Wyoming
$121K -$4.04K -46 -3%
EP Wealth Advisors
188
EP Wealth Advisors
California
$118K +$114K +1,302 New
Burk Holdings
189
Burk Holdings
Oklahoma
$112K – – –
O'Shaughnessy Asset Management
190
O'Shaughnessy Asset Management
Connecticut
$108K -$80.4K -917 -43%
Allspring Global Investments
191
Allspring Global Investments
North Carolina
$97.6K – – –
Millstone Evans Group
192
Millstone Evans Group
Colorado
$91.7K – – –
Bessemer Group
193
Bessemer Group
New Jersey
$90K +$87.7K +1,000 New
Y.D. More Investments
194
Y.D. More Investments
Israel
$89.9K – – –
MHR
195
Matthew Hamilton Rosenberg
$81.4K – – –
Citigroup
196
Citigroup
New York
$76.9K – – –
TD Private Client Wealth
197
TD Private Client Wealth
New York
$68.2K +$6.05K +69 +10%
Activest Wealth Management
198
Activest Wealth Management
Florida
$66.9K +$64.9K +740 New
AE Wealth Management
199
AE Wealth Management
Kansas
$66.5K +$11.1K +126 +21%
Central Trust Company
200
Central Trust Company
Missouri
$65.1K – – –