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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
176
Graves Light Lenhart Wealth
Virginia
$218K
C1AG
177
Client 1st Advisory Group
Florida
$217K -$8.51K -135 -4%
MCWS
178
McKinley Carter Wealth Services
West Virginia
$215K -$55.8K -885 -20%
AC
179
Abbrea Capital
California
$212K
CA
180
Cetera Advisors
Colorado
$212K +$4.16K +66 +2%
DADC
181
D.A. Davidson & Co
Montana
$212K +$21.8K +345 +11%
CAG
182
Csenge Advisory Group
Florida
$211K
TAM
183
Tocqueville Asset Management
New York
$208K
SWP
184
Stratos Wealth Partners
Ohio
$208K +$9.27K +147 +4%
VFA
185
Valeo Financial Advisors
Indiana
$208K +$219K +3,465 New
M&T Bank
186
M&T Bank
New York
$207K
LNC
187
Lincoln National Corp
Pennsylvania
$207K +$218K +3,450 New
AWM
188
Apollon Wealth Management
South Carolina
$203K
AIM
189
Athena Investment Management
California
$200K +$211K +3,345 New
ADL
190
Asset Dedication LLC
California
$193K +$203K +3,213 New
FFA
191
Founders Financial Alliance
North Carolina
$185K +$45.4K +720 +30%
GWM
192
Geneos Wealth Management
Colorado
$173K -$23.3K -369 -11%
MCM
193
Manchester Capital Management
Vermont
$160K +$89.9K +1,425 +114%
GIA
194
Goodwin Investment Advisory
Georgia
$152K -$18.2K -288 -10%
AWM
195
AllSquare Wealth Management
New York
$145K
MCC
196
Money Concepts Capital
Florida
$139K +$145K +2,307 New
William Blair & Company
197
William Blair & Company
Illinois
$138K -$1.89K -30 -1%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$136K -$18.9K -300 -12%
LPIC
199
LeJeune Puetz Investment Counsel
Michigan
$119K -$28.4K -450 -18%
QCG
200
Quadrant Capital Group
Ohio
$115K