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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Carret Asset Management
New York
$239K -$3.12K -40 -1%
WHC
227
Wulff, Hansen & Co
California
$237K -$39.8K -510 -16%
RIA
228
Regal Investment Advisors
Michigan
$236K
PFS
229
Prospera Financial Services
Texas
$233K -$4.44K -57 -2%
GIA
230
Gladstone Institutional Advisory
Florida
$233K +$213K +2,729 New
FWCM
231
Ferguson Wellman Capital Management
Oregon
$232K -$29.2K -375 -12%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$232K +$1.64K +21 +0.8%
CIC
233
Carnegie Investment Counsel
Ohio
$232K -$19.5K -250 -8%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$232K +$212K +2,713 New
AB
235
Atlas Brown
Kentucky
$231K +$936 +12 +0.4%
WIP
236
WealthCare Investment Partners
Rhode Island
$230K -$36.1K -463 -15%
BMC
237
Bear Mountain Capital
Washington
$227K +$210K +2,697 New
Bank of New York Mellon
238
Bank of New York Mellon
New York
$226K -$79.2K -1,016 -28%
NS
239
NBC Securities
Alabama
$225K -$25.5K -327 -11%
FNBT
240
FineMark National Bank & Trust
Florida
$224K +$205K +2,625 New
GCM
241
Gables Capital Management
Florida
$219K
CWM
242
Congress Wealth Management
Massachusetts
$215K +$196K +2,516 New
HNWAG
243
High Net Worth Advisory Group
Florida
$214K +$195K +2,500 New
PH
244
Pinnacle Holdings
Oklahoma
$209K
LFG
245
Larson Financial Group
Missouri
$207K +$9.43K +121 +5%
FA
246
Financial Alternatives
California
$205K +$188K +2,406 New
TA
247
TrueWealth Advisors
Alabama
$204K -$50.4K -646 -21%
BIA
248
Biondo Investment Advisors
Pennsylvania
$202K +$184K +2,365 New
CA
249
Clearstead Advisors
Ohio
$171K +$156K +2,000 New
NFSG
250
Newbridge Financial Services Group
Florida
$170K +$15.7K +202 +11%