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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
226
Lumature Wealth Partners
Georgia
$57K
EVM
227
Eaton Vance Management
Massachusetts
$56K +$53.3K +750 New
MAWCM
228
Mine & Arao Wealth Creation & Management
California
$54K
NFG
229
Next Financial Group
Texas
$49K
CAAS
230
Capital Asset Advisory Services
Michigan
$47K +$1.21K +17 +3%
RIM
231
Rockbridge Investment Management
New York
$45K
HCP
232
Hexagon Capital Partners
Arkansas
$44K
PCFFS
233
Pacific Center for Financial Services
California
$44K
FHA
234
First Horizon Advisors
Tennessee
$43K
JPLA
235
Joseph P. Lucia & Associates
New York
$43K
FPW
236
Flagship Private Wealth
Massachusetts
$42.2K
TCWM
237
Total Clarity Wealth Management
Illinois
$41K +$39.4K +554 New
LGWM
238
Litman Gregory Wealth Management
California
$38K
US Bancorp
239
US Bancorp
Minnesota
$36K
SWM
240
Sugarloaf Wealth Management
Georgia
$31K +$661K +9,296 +2,213%
FP
241
Financial Perspectives
Minnesota
$29.8K
MIM
242
MTM Investment Management
South Carolina
$29K -$27K -380 -49%
BAM
243
Barrett Asset Management
New York
$24K
BA
244
Ballast Advisors
Minnesota
$23K
CFFP
245
Center for Financial Planning
Michigan
$23K
PA
246
Parallel Advisors
California
$23K +$21.5K +302 New
PB
247
Pinnacle Bancorp
Nebraska
$21K +$4.76K +67 +31%
AWM
248
Atticus Wealth Management
Florida
$19K
NSIM
249
North Star Investment Management
Illinois
$19K
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$19K +$17.8K +250 New