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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
201
Root Financial Partners
California
$96K +$92.8K +1,040 New
MEG
202
Millstone Evans Group
Colorado
$93.5K
MHR
203
Matthew Hamilton Rosenberg
$83K
AWM
204
AE Wealth Management
Kansas
$74.7K +$16.8K +188 +30%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$69.2K +$66.9K +750 New
CTC
206
Central Trust Company
Missouri
$66.2K +$179 +2 +0.3%
T
207
Tidemark
California
$66.1K
TPCW
208
TD Private Client Wealth
New York
$60.9K -$2.86K -32 -5%
YDMI
209
Y.D. More Investments
Israel
$60K
CFP
210
Comprehensive Financial Planning
Pennsylvania
$59.8K +$89 +1 +0.2%
PA
211
Parallel Advisors
California
$57.7K +$179 +2 +0.3%
FFA
212
Founders Financial Alliance
North Carolina
$55.5K -$150K -1,680 -74%
SAM
213
Smartleaf Asset Management
Massachusetts
$55.2K +$17.1K +192 +48%
3IP
214
3Chopt Investment Partners
Virginia
$53.5K
HPWM
215
High Point Wealth Management
New Jersey
$49.9K +$48.3K +541 New
PWA
216
Physician Wealth Advisors
Utah
$48.9K +$89 +1 +0.2%
MTI
217
Merrithew & Thorsten Inc
California
$39K +$37.8K +423 New
HIA
218
Harbor Investment Advisory
Maryland
$35.3K
FC
219
Fairscale Capital
New Hampshire
$31.6K
SWA
220
SOA Wealth Advisors
New York
$31.5K +$89 +1 +0.3%
FFA
221
Frazier Financial Advisors
Ohio
$31.3K
FFA
222
Farther Finance Advisors
California
$29.1K +$28.1K +315 New
AGWCA
223
Annis Gardner Whiting Capital Advisors
Florida
$28.2K +$27.3K +306 New
RF
224
Roxbury Financial
New Jersey
$27.8K
SWP
225
Strategic Wealth Partners
Ohio
$27.7K