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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAG
201
VisionPoint Advisory Group
Texas
$1.74K +$1.67K +33 New
LWANC
202
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.58K
KFI
203
Key Financial Inc
Pennsylvania
$948
VFM
204
Valley Financial Management
New York
-$5.64M -112,149 Closed
Millennium Management
205
Millennium Management
New York
-$2M -39,747 Closed
SCA
206
Southern Capital Advisors
Tennessee
-$1.19M -23,691 Closed
Marshall Wace
207
Marshall Wace
United Kingdom
-$1.03M -20,400 Closed
NF
208
Nikulski Financial
Iowa
-$625K -12,426 Closed
UWM
209
USAdvisors Wealth Management
Minnesota
-$511K -10,158 Closed
VAFP
210
Vahanian & Associates Financial Planning
New York
-$467K -9,285 Closed
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
-$463K -9,204 Closed
GCP
212
GSA Capital Partners
United Kingdom
-$431K -8,568 Closed
Cerity Partners
213
Cerity Partners
New York
-$214K -4,260 Closed
RJT
214
Raymond James Trust
Florida
-$207K -4,122 Closed
PCM
215
Pointe Capital Management
Michigan
-$135K -2,676 Closed
TWC
216
TD Waterhouse Canada
Ontario, Canada
-$116K -2,148 Closed
BAM
217
Belpointe Asset Management
Nevada
-$70.8K -1,407 Closed
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
-$61.3K -1,218 Closed
Bank Julius Baer & Co
219
Bank Julius Baer & Co
Switzerland
-$28K -552 Closed
WP
220
WealthShield Partners
North Carolina
-$4.08K -81 Closed
MWC
221
MBM Wealth Consultants
Missouri
-$4K -72 Closed
AIM
222
Anchor Investment Management
South Carolina
-$2.57K -51 Closed
BA
223
Bellwether Advisors
Nebraska
-$2.11K -42 Closed
FHA
224
First Horizon Advisors
Tennessee
-$2.02K -39 Closed
ACA
225
Aptus Capital Advisors
Alabama
-$1.66K -33 Closed