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iShares Global Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
FDx Advisors
Illinois
$483K -$197K -2,432 -29%
UCFA
102
United Capital Financial Advisors
Texas
$483K +$30.1K +373 +7%
KFS
103
Kelly Financial Services
Massachusetts
$463K +$240K +2,972 +104%
WWP
104
WR Wealth Planners
Missouri
$460K +$468K +5,786 New
CAN
105
Cetera Advisor Networks
California
$448K -$1.98M -24,446 -81%
TFF
106
The Family Firm
Maryland
$447K +$162 +2 +0%
Truist Financial
107
Truist Financial
North Carolina
$445K -$2.83M -35,067 -86%
ICP
108
Interchange Capital Partners
Pennsylvania
$425K -$78.6K -973 -15%
Lido Advisors
109
Lido Advisors
California
$420K -$48.6K -601 -10%
PP
110
Patron Partners
Texas
$419K +$14.5K +179 +4%
VWM
111
Venturi Wealth Management
Texas
$407K -$797K -9,866 -66%
VAS
112
Vestmark Advisory Solutions
Massachusetts
$407K -$180K -2,228 -30%
WF
113
Williams Financial
Vermont
$396K -$669K -8,281 -62%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$396K -$53.8K -666 -12%
FIA
115
Foundations Investment Advisors
Arizona
$390K -$3.15M -38,943 -88%
JEST
116
JTC Employer Solutions Trustee
Jersey
$374K
CAG
117
Csenge Advisory Group
Florida
$373K -$119K -1,477 -24%
IA
118
IFG Advisory
Georgia
$368K +$9.78K +121 +3%
WP
119
WealthSource Partners
California
$365K -$10.4M -128,920 -97%
CFA
120
Cahill Financial Advisors
Minnesota
$354K -$1.75M -21,662 -83%
MCM
121
Moore Capital Management
New York
$354K +$360K +4,450 New
AAS
122
Avantax Advisory Services
Texas
$353K -$868K -10,746 -71%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$339K +$43.1K +534 +14%
SG
124
StoneX Group
New York
$321K -$102K -1,262 -24%
WWM
125
Western Wealth Management
Colorado
$312K -$12.6K -156 -4%