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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
251
Legacy Wealth Planning
Nevada
– -$272K -3,954 Closed
AIM
252
Alhambra Investment Management
Florida
– -$271K -3,940 Closed
Capital Investment Advisors
253
Capital Investment Advisors
Georgia
– -$260K -3,776 Closed
Western Wealth Management
254
Western Wealth Management
Colorado
– -$258K -3,748 Closed
CL
255
CPWM LLC
Washington
– -$254K -3,682 Closed
Bank of New York Mellon
256
Bank of New York Mellon
New York
– -$248K -3,600 Closed
WI
257
Wintrust Investments
Illinois
– -$239K -3,470 Closed
Greenleaf Trust
258
Greenleaf Trust
Michigan
– -$237K -3,434 Closed
TW
259
Transform Wealth
Colorado
– -$236K -3,430 Closed
BBNA
260
Bremer Bank National Association
Minnesota
– -$223K -3,238 Closed
WP
261
WealthSource Partners
California
– -$223K -3,234 Closed
PIMG
262
Patriot Investment Management Group
Tennessee
– -$220K -3,198 Closed
ACP
263
Aveo Capital Partners
Colorado
– -$218K -3,166 Closed
UCMOK
264
United Capital Management of KS
Kansas
– -$217K -3,144 Closed
CF
265
Centaurus Financial
California
– -$213K -3,092 Closed
PA
266
PFG Advisors
Arizona
– -$209K -3,034 Closed
Renaissance Technologies
267
Renaissance Technologies
New York
– -$207K -3,000 Closed
Meridian Wealth Management
268
Meridian Wealth Management
Kentucky
– -$204K -2,974 Closed
Carnegie Investment Counsel
269
Carnegie Investment Counsel
Ohio
– -$204K -2,964 Closed
Johnson Investment Counsel
270
Johnson Investment Counsel
Ohio
– -$203K -2,950 Closed
WA
271
WP Advisors
California
– -$203K -2,942 Closed
Cetera Advisor Networks
272
Cetera Advisor Networks
California
– -$202K -2,928 Closed
EAMA
273
EFG Asset Management (Americas)
Florida
– -$220K -2,452 Closed
BCA
274
Bray Capital Advisors
Florida
– -$152K -2,200 Closed
KPW
275
Kore Private Wealth
New York
– -$108K -1,564 Closed