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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
251
Sweet Financial Partners
Minnesota
$203K +$207K +2,400 New
ATPW
252
Ashton Thomas Private Wealth
Arizona
$203K -$38.8K -450 -16%
KOC
253
Koss-Olinger Consulting
Florida
$202K +$861 +10 +0.4%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$196K -$9.82K -114 -5%
NFSG
255
Newbridge Financial Services Group
Florida
$150K +$86 +1 +0.1%
SBL
256
Sargent Bickham Lagudis
Colorado
$150K +$14.4K +167 +10%
EWA
257
EP Wealth Advisors
California
$142K +$145K +1,679 New
TIM
258
Tevis Investment Management
Texas
$136K -$40K -464 -22%
BW
259
Bison Wealth
Georgia
$129K +$122K +1,419 +1,267%
SWM
260
Spire Wealth Management
Virginia
$128K -$1.12M -13,011 -90%
Franklin Resources
261
Franklin Resources
California
$127K
HNWAG
262
High Net Worth Advisory Group
Florida
$127K
FRA
263
Front Row Advisors
California
$121K
CFGS
264
Concourse Financial Group Securities
Alabama
$119K -$46.3K -538 -28%
AF
265
Allworth Financial
California
$118K
AWM
266
AllSquare Wealth Management
New York
$113K
SSB
267
Sandy Spring Bank
Maryland
$110K +$38.1K +443 +52%
IBOK
268
Independence Bank of Kentucky
Kentucky
$108K
TFS
269
TrustCore Financial Services
Tennessee
$108K
WT
270
Washington Trust
Rhode Island
$104K
HDIM
271
Hanson & Doremus Investment Management
Vermont
$94K
BWA
272
BDO Wealth Advisors
Florida
$90K
WT
273
Whittier Trust
California
$89K
TFGT
274
TS Financial Group (TSFG)
Illinois
$89K +$172 +2 +0.2%
FHA
275
First Horizon Advisors
Tennessee
$68K -$48.9K -568 -42%