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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
226
Rollins Financial Advisors
New York
$444K
LF
227
Lighthouse Financial
Florida
$440K
RWP
228
RWA Wealth Partners
Massachusetts
$440K
DI
229
DAGCO Inc
Ohio
$435K
IF
230
Ironwood Financial
Arizona
$435K +$40.4K +353 +10%
IAS
231
Insigneo Advisory Services
Florida
$433K +$87.5K +764 +25%
CIBC World Market
232
CIBC World Market
Ontario, Canada
$431K -$8.25K -72 -2%
AQR Capital Management
233
AQR Capital Management
Connecticut
$426K +$433K +3,778 New
AHC
234
Adell Harriman & Carpenter
Texas
$423K -$183K -1,600 -30%
COCM
235
Charter Oak Capital Management
New Hampshire
$423K -$59.2K -517 -12%
AF
236
Apollon Financial
South Carolina
$419K +$61.4K +536 +17%
NP
237
NorthRock Partners
Minnesota
$418K +$17.2K +150 +4%
CIA
238
Capital Investment Advisors
Georgia
$415K +$5.15K +45 +1%
WIA
239
World Investment Advisors
California
$414K +$35.2K +307 +9%
HWA
240
HCR Wealth Advisors
California
$410K -$24.6K -215 -6%
CWA
241
Cascade Wealth Advisors
Washington
$401K -$51.5K -450 -11%
TFM
242
Trademark Financial Management
Minnesota
$386K -$287K -2,508 -42%
FFN
243
Focus Financial Network
Minnesota
$383K -$24.9K -217 -6%
CWA
244
Capital Wealth Alliance
Arizona
$382K -$159K -1,389 -29%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$379K +$5.27K +46 +1%
OC
246
Oppenheimer & Co
New York
$377K -$34.4K -300 -8%
AB
247
Atlas Brown
Kentucky
$373K -$687 -6 -0.2%
CAGAS
248
Capital Advisory Group Advisory Services
Minnesota
$368K
EDRH
249
Edmond de Rothschild Holding
Switzerland
$366K
MLIC
250
Mandatum Life Insurance Company
Finland
$363K