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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$239K +$2.74K +42 +1%
PCM
177
Princeton Capital Management
New Jersey
$237K
QCM
178
Quest Capital Management
Texas
$235K +$196 +3 +0.1%
CWS
179
Cypress Wealth Services
California
$233K -$78.4K -1,203 -25%
MOS
180
MGO One Seven
Ohio
$233K -$2.54K -39 -1%
GLLW
181
Graves Light Lenhart Wealth
Virginia
$233K
AC
182
Abbrea Capital
California
$227K -$9.78K -150 -4%
1CM
183
1492 Capital Management
Wisconsin
$227K +$230K +3,525 New
CA
184
Cetera Advisors
Colorado
$223K +$226K +3,468 New
TAM
185
Tocqueville Asset Management
New York
$222K
M&T Bank
186
M&T Bank
New York
$221K +$224K +3,441 New
CAG
187
Csenge Advisory Group
Florida
$218K -$4.11K -63 -2%
AWM
188
Apollon Wealth Management
South Carolina
$217K +$220K +3,375 New
EH
189
Equitable Holdings
New York
$214K +$2.15K +33 +1%
SWP
190
Stratos Wealth Partners
Ohio
$214K +$4.3K +66 +2%
SIC
191
Samalin Investment Counsel
New York
$213K -$9K -138 -4%
CPIG
192
Chicago Partners Investment Group
Illinois
$211K +$15.4K +237 +8%
GWM
193
Geneos Wealth Management
Colorado
$209K
HFW
194
Horizon Family Wealth
Illinois
$208K +$211K +3,237 New
HI
195
Harbour Investments
Wisconsin
$206K -$196K -3,006 -48%
DADC
196
D.A. Davidson & Co
Montana
$205K +$208K +3,186 New
FLII
197
First Long Island Investors
New York
$201K +$203K +3,120 New
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$194K +$587 +9 +0.3%
GIA
199
Goodwin Investment Advisory
Georgia
$181K -$3.91K -60 -2%
TWC
200
TD Waterhouse Canada
Ontario, Canada
$172K +$160K +2,448 New