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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
201
Central Trust Company
Missouri
$65.1K
T
202
Tidemark
California
$64.9K
IFWM
203
Institute for Wealth Management
Colorado
$61.2K +$59.4K +677 New
CFP
204
Comprehensive Financial Planning
Pennsylvania
$59K +$175 +2 +0.3%
PA
205
Parallel Advisors
California
$56.8K +$88 +1 +0.2%
TWC
206
TD Waterhouse Canada
Ontario, Canada
$55.6K +$52.9K +603 New
SAM
207
Smartleaf Asset Management
Massachusetts
$52.8K
3IP
208
3Chopt Investment Partners
Virginia
$52.5K
HPWM
209
High Point Wealth Management
New Jersey
$49.2K +$88 +1 +0.2%
MG
210
Mather Group
Illinois
$49.1K
PWA
211
Physician Wealth Advisors
Utah
$48.1K
AC
212
AlphaCore Capital
California
$45.2K -$200K -2,276 -82%
ATPW
213
Ashton Thomas Private Wealth
Arizona
$45K
SFC
214
Swisher Financial Concepts
Ohio
$41.8K -$182K -2,075 -82%
SIC
215
Salem Investment Counselors
North Carolina
$40.7K
MTI
216
Merrithew & Thorsten Inc
California
$38K +$88 +1 +0.2%
JWM
217
JPL Wealth Management
Colorado
$35.4K +$34.3K +391 New
HIA
218
Highland Investment Advisors
Florida
$33.8K +$32.7K +373 New
KFAS
219
Keating Financial Advisory Services
Kansas
$31.2K +$15K +171 +98%
SWA
220
SOA Wealth Advisors
New York
$31.1K +$88 +1 +0.3%
FC
221
Fairscale Capital
New Hampshire
$30.9K
UBS AM
222
UBS AM
Illinois
$30.8K -$147K -1,674 -83%
FFA
223
Frazier Financial Advisors
Ohio
$30.7K
SIM
224
Synergy Investment Management
Florida
$28K +$7.98K +91 +42%
RF
225
Roxbury Financial
New Jersey
$27.4K