We are live on ! Find out more
IYF icon

iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Congress Wealth Management
Massachusetts
$291K +$2.34K +25 +0.8%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$289K +$32.4K +346 +13%
CWM
228
Cahaba Wealth Management
Georgia
$288K +$936 +10 +0.3%
JSL
229
JT Stratford LLC
Georgia
$285K -$6.37K -68 -2%
VP
230
Verum Partners
North Carolina
$284K
WIA
231
World Investment Advisors
California
$282K
BAM
232
Bellevue Asset Management
Washington
$281K
SMC
233
Smith, Moore & Co
Missouri
$281K
AIC
234
Archer Investment Corporation
Indiana
$280K
KCFA
235
Key Client Fiduciary Advisors
New Jersey
$279K +$936 +10 +0.3%
VA
236
Valmark Advisers
Ohio
$267K -$25.8K -276 -9%
IAG
237
Investment Advisory Group
Massachusetts
$266K
CVA
238
Central Valley Advisors
California
$265K -$51K -545 -8%
MWM
239
Modern Wealth Management
Kansas
$263K +$62.1K +663 +31%
WHC
240
Wulff, Hansen & Co
California
$262K
CIC
241
Carnegie Investment Counsel
Ohio
$257K
RCAG
242
Rehmann Capital Advisory Group
Michigan
$254K -$3.65K -39 -1%
CW
243
CreativeOne Wealth
Kansas
$251K -$158K -1,687 -39%
CA
244
Clearstead Advisors
Ohio
$251K +$61.2K +654 +33%
RIA
245
Regal Investment Advisors
Michigan
$250K
FWCM
246
Ferguson Wellman Capital Management
Oregon
$248K
LFG
247
Larson Financial Group
Missouri
$248K +$11.6K +124 +5%
RPGK
248
Retirement Planning Group (Kansas)
Kansas
$247K +$3K +32 +1%
CAM
249
Cresset Asset Management
Illinois
$244K -$7.02K -75 -3%
MOS
250
MGO One Seven
Ohio
$243K -$12.6K -135 -5%