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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Meridian Wealth Management
Kentucky
$361K +$349K +3,475 New
NC
227
Napatree Capital
Rhode Island
$353K +$341K +3,401 New
CAG
228
Csenge Advisory Group
Florida
$350K +$1K +10 +0.3%
WIA
229
World Investment Advisors
California
$348K +$36.5K +364 +12%
FMC
230
First Merchants Corp
Indiana
$343K
AB
231
Atlas Brown
Kentucky
$343K +$21.8K +217 +7%
FFN
232
Focus Financial Network
Minnesota
$343K -$4.51K -45 -1%
CAGAS
233
Capital Advisory Group Advisory Services
Minnesota
$339K
EDRH
234
Edmond de Rothschild Holding
Switzerland
$337K
MLIC
235
Mandatum Life Insurance Company
Finland
$334K
DAS
236
Dynamic Advisor Solutions
Arizona
$333K -$136K -1,355 -30%
VPP
237
Vertex Planning Partners
Illinois
$332K
PIN
238
Prudent Investors Network
California
$331K -$20.4K -203 -6%
AF
239
Apollon Financial
South Carolina
$330K
JIP
240
Jaffetilchin Investment Partners
Florida
$324K
RJT
241
Raymond James Trust
Florida
$324K -$45.1K -450 -13%
CWM
242
Congress Wealth Management
Massachusetts
$319K
IAS
243
Insigneo Advisory Services
Florida
$319K +$65.1K +649 +27%
CWM
244
Cahaba Wealth Management
Georgia
$318K +$1.1K +11 +0.4%
Pathstone Holdings
245
Pathstone Holdings
New Jersey
$314K -$3.21K -32 -1%
VP
246
Verum Partners
North Carolina
$312K
BAM
247
Bellevue Asset Management
Washington
$309K
SMC
248
Smith, Moore & Co
Missouri
$308K
RPGK
249
Retirement Planning Group (Kansas)
Kansas
$308K +$34.9K +348 +13%
AIC
250
Archer Investment Corporation
Indiana
$308K