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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$459K -$113K -910 -20%
SC
227
Savant Capital
Illinois
$459K +$20.6K +166 +5%
SWP
228
Sagespring Wealth Partners
Tennessee
$459K -$899K -7,244 -67%
NP
229
NorthRock Partners
Minnesota
$458K +$124 +1 +0%
IF
230
Ironwood Financial
Arizona
$458K -$257K -2,068 -38%
CIA
231
Concurrent Investment Advisors
Florida
$451K +$110K +883 +33%
WIA
232
World Investment Advisors
California
$448K -$9.31K -75 -2%
SCA
233
Snowden Capital Advisors
New York
$437K +$14.3K +115 +3%
JE
234
Jacobs Equity
Utah
$432K -$3.6K -29 -0.8%
SWA
235
SOA Wealth Advisors
New York
$431K -$57.2K -461 -12%
STA
236
Summit Trail Advisors
New York
$431K +$30.7K +247 +8%
Financial Engines Advisors
237
Financial Engines Advisors
California
$429K +$248 +2 +0.1%
CIA
238
Capital Investment Advisors
Georgia
$428K +$14.8K +119 +4%
FFN
239
Focus Financial Network
Minnesota
$427K -$4.1K -33 -1%
OC
240
Oppenheimer & Co
New York
$426K +$27.9K +225 +7%
DI
241
DAGCO Inc
Ohio
$426K +$17.4K +140 +4%
UWM
242
Urban Wealth Management
California
$423K – – –
NC
243
NewSquare Capital
Pennsylvania
$421K +$410K +3,304 New
CIC
244
Carnegie Investment Counsel
Ohio
$421K +$21.7K +175 +6%
IWC
245
Integrated Wealth Concepts
Massachusetts
$417K -$1.49K -12 -0.4%
BWS
246
Buck Wealth Strategies
Colorado
$417K +$406K +3,272 New
AB
247
Atlas Brown
Kentucky
$414K +$1.12K +9 +0.3%
HAM
248
Harmony Asset Management
Arizona
$413K -$935K -7,531 -70%
EDRH
249
Edmond de Rothschild Holding
Switzerland
$413K – – –
DAS
250
Dynamic Advisor Solutions
Arizona
$409K +$398K +3,208 New