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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DY
226
Dowling & Yahnke
California
$204K
PH
227
Pinnacle Holdings
Oklahoma
$202K
BAM
228
Belpointe Asset Management
Nevada
$197K +$3.98K +48 +2%
S
229
SignatureFD
Georgia
$193K +$83K +1,000 +75%
AP
230
Advisors Preferred
Maryland
$180K -$10.4K -125 -5%
IWA
231
IBEX Wealth Advisors
New Jersey
$173K +$174K +2,090 New
AA
232
AlphaMark Advisors
Kentucky
$161K -$12.5K -150 -7%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$160K +$25.9K +312 +19%
CFGS
234
Concourse Financial Group Securities
Alabama
$153K -$415 -5 -0.3%
SWM
235
Spire Wealth Management
Virginia
$152K -$3.4K -41 -2%
AWA
236
Arkadios Wealth Advisors
Georgia
$149K +$8.3K +100 +6%
HI
237
Harbour Investments
Wisconsin
$143K -$24.8K -299 -15%
SBL
238
Sargent Bickham Lagudis
Colorado
$133K
Franklin Resources
239
Franklin Resources
California
$124K
FRA
240
Front Row Advisors
California
$118K
AF
241
Allworth Financial
California
$115K +$103K +1,240 +805%
CCM
242
Covington Capital Management
California
$112K +$113K +1,362 New
AWM
243
AllSquare Wealth Management
New York
$110K
TFS
244
TrustCore Financial Services
Tennessee
$105K
GKWIM
245
Gerber Kawasaki Wealth & Investment Management
California
$102K -$2.37M -28,575 -100%
WT
246
Washington Trust
Rhode Island
$102K
NFG
247
Next Financial Group
Texas
$97K +$26.7K +322 +38%
IBOK
248
Independence Bank of Kentucky
Kentucky
$92K
HDIM
249
Hanson & Doremus Investment Management
Vermont
$91K +$46K +554 +100%
BWA
250
BDO Wealth Advisors
Florida
$88K