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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
251
Kestra Private Wealth Services
Texas
$223K +$435 +5 +0.2%
DTL
252
Dynamic Technology Lab
Singapore
$222K +$223K +2,563 New
LWP
253
Legacy Wealth Planning
Nevada
$221K -$2.09K -24 -0.9%
PH
254
Pinnacle Holdings
Oklahoma
$213K
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$211K +$43.2K +496 +26%
AWA
256
Arkadios Wealth Advisors
Georgia
$211K +$54.6K +627 +35%
BPA
257
Beacon Pointe Advisors
California
$207K -$225K -2,586 -52%
BAM
258
Belpointe Asset Management
Nevada
$207K +$523 +6 +0.3%
KOC
259
Koss-Olinger Consulting
Florida
$206K +$207K +2,379 New
S
260
SignatureFD
Georgia
$203K +$697 +8 +0.3%
WWM
261
Windsor Wealth Management
Indiana
$201K +$196K +2,245 New
JSW
262
Journey Strategic Wealth
New Jersey
$200K +$201K +2,304 New
TIM
263
Tevis Investment Management
Texas
$180K +$182K +2,091 New
CFGS
264
Concourse Financial Group Securities
Alabama
$168K +$7.4K +85 +5%
NFSG
265
Newbridge Financial Services Group
Florida
$154K +$127K +1,457 +452%
TSWM
266
Tyler-Stone Wealth Management
Ohio
$144K +$145K +1,662 New
SBL
267
Sargent Bickham Lagudis
Colorado
$140K
MCC
268
Money Concepts Capital
Florida
$140K +$140K +1,610 New
AA
269
AlphaMark Advisors
Kentucky
$139K -$30.5K -350 -18%
Franklin Resources
270
Franklin Resources
California
$130K
HNWAG
271
High Net Worth Advisory Group
Florida
$130K +$131K +1,500 New
FRA
272
Front Row Advisors
California
$124K
AF
273
Allworth Financial
California
$121K
FHA
274
First Horizon Advisors
Tennessee
$118K +$69.8K +801 +141%
AWM
275
AllSquare Wealth Management
New York
$116K