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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Tidemark
201
Tidemark
California
$64.9K – – –
Institute for Wealth Management
202
Institute for Wealth Management
Colorado
$61.2K +$59.4K +677 New
CFP
203
Comprehensive Financial Planning
Pennsylvania
$59K +$175 +2 +0.3%
Parallel Advisors
204
Parallel Advisors
California
$56.8K +$88 +1 +0.2%
TD Waterhouse Canada
205
TD Waterhouse Canada
Ontario, Canada
$55.6K +$52.9K +603 New
Smartleaf Asset Management
206
Smartleaf Asset Management
Massachusetts
$52.8K – – –
3Chopt Investment Partners
207
3Chopt Investment Partners
Virginia
$52.5K – – –
High Point Wealth Management
208
High Point Wealth Management
New Jersey
$49.2K +$88 +1 +0.2%
Mather Group
209
Mather Group
Illinois
$49.1K – – –
Physician Wealth Advisors
210
Physician Wealth Advisors
Utah
$48.1K – – –
AlphaCore Capital
211
AlphaCore Capital
California
$45.2K -$200K -2,276 -82%
Ashton Thomas Private Wealth
212
Ashton Thomas Private Wealth
Arizona
$45K – – –
Swisher Financial Concepts
213
Swisher Financial Concepts
Ohio
$41.8K -$182K -2,075 -82%
Salem Investment Counselors
214
Salem Investment Counselors
North Carolina
$40.7K – – –
Merrithew & Thorsten Inc
215
Merrithew & Thorsten Inc
California
$38K +$88 +1 +0.2%
JPL Wealth Management
216
JPL Wealth Management
Colorado
$35.4K +$34.3K +391 New
Highland Investment Advisors
217
Highland Investment Advisors
Florida
$33.8K +$32.7K +373 New
Keating Financial Advisory Services
218
Keating Financial Advisory Services
Kansas
$31.2K +$15K +171 +98%
SOA Wealth Advisors
219
SOA Wealth Advisors
New York
$31.1K +$88 +1 +0.3%
Fairscale Capital
220
Fairscale Capital
New Hampshire
$30.9K – – –
UBS AM
221
UBS AM
Illinois
$30.8K -$147K -1,674 -83%
Frazier Financial Advisors
222
Frazier Financial Advisors
Ohio
$30.7K – – –
SIM
223
Synergy Investment Management
Florida
$28K +$7.98K +91 +42%
Roxbury Financial
224
Roxbury Financial
New Jersey
$27.4K – – –
Strategic Wealth Partners
225
Strategic Wealth Partners
Ohio
$27.1K – – –