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iShares Global Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
26
Stokes Family Office
Louisiana
$10.9M +$11M +140,604 New
MC
27
McMorgan & Co
California
$10.9M +$10.9M +140,257 New
KAS
28
Kestra Advisory Services
Texas
$10.5M +$10.5M +134,992 New
UBS Group
29
UBS Group
Switzerland
$10.4M +$9.28M +119,020 +777%
PFA
30
Pettinga Financial Advisors
Indiana
$9.71M +$9.75M +125,038 New
AWM
31
AE Wealth Management
Kansas
$9.39M +$9.44M +121,051 New
CFG
32
Cooper Financial Group
California
$9.16M +$9.2M +118,012 New
HFA
33
High Falls Advisors
New York
$9.16M +$9.2M +117,990 New
Stifel Financial
34
Stifel Financial
Missouri
$8.6M +$8.64M +110,823 New
PFG
35
PAX Financial Group
Texas
$8.43M +$8.47M +108,599 New
IWC
36
Integrated Wealth Concepts
Massachusetts
$7.92M +$7.95M +101,998 New
SHJ
37
Sharkey, Howes & Javer
Colorado
$7.63M +$7.66M +98,257 New
SW
38
SteelPeak Wealth
California
$7.56M +$7.6M +97,450 New
SWM
39
Spire Wealth Management
Virginia
$7.4M +$7.43M +95,331 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$7.15M -$385K -4,935 -5%
IWP
41
Icon Wealth Partners
Texas
$6.46M +$6.49M +83,219 New
LWA
42
Lineweaver Wealth Advisors
Ohio
$6.32M +$6.34M +81,374 New
OWA
43
Outlook Wealth Advisors
Texas
$6.18M +$6.21M +79,610 New
CW
44
CreativeOne Wealth
Kansas
$6.17M +$6.2M +79,499 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$5.69M +$5.72M +73,310 New
GCA
46
Greenwood Capital Associates
South Carolina
$5.5M +$3.46M +44,354 +168%
AIC
47
Ayalon Insurance Company
Israel
$5.46M -$223K -2,860 -4%
TSA
48
Tri-Star Advisors
Texas
$5.36M +$5.39M +69,072 New
CFGS
49
Concourse Financial Group Securities
Alabama
$5.34M +$5.37M +68,860 New
VFM
50
Vivid Financial Management
California
$5.12M +$5.14M +65,912 New