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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
251
Regal Investment Advisors
Michigan
$253K -$10.7K -120 -4%
FWCM
252
Ferguson Wellman Capital Management
Oregon
$251K -$8.46K -95 -3%
RPGK
253
Retirement Planning Group (Kansas)
Kansas
$247K +$230K +2,581 New
Bank of New York Mellon
254
Bank of New York Mellon
New York
$245K -$8.37K -94 -4%
BMC
255
Bear Mountain Capital
Washington
$241K
HNWAG
256
High Net Worth Advisory Group
Florida
$239K
LFG
257
Larson Financial Group
Missouri
$239K +$6.24K +70 +3%
FA
258
Financial Alternatives
California
$230K
TA
259
TrueWealth Advisors
Alabama
$228K
PAS
260
Park Avenue Securities
New York
$214K +$199K +2,235 New
NS
261
NBC Securities
Alabama
$211K -$48.1K -540 -20%
SWM
262
SeaCrest Wealth Management
New York
$209K +$194K +2,181 New
WWC
263
Waypoint Wealth Counsel
Georgia
$208K +$194K +2,176 New
MWM
264
Modern Wealth Management
Kansas
$203K +$189K +2,118 New
CA
265
Clearstead Advisors
Ohio
$189K
TWC
266
TD Waterhouse Canada
Ontario, Canada
$182K
US Bancorp
267
US Bancorp
Minnesota
$150K +$6.06K +68 +5%
Franklin Resources
268
Franklin Resources
California
$143K
FRA
269
Front Row Advisors
California
$118K
Jones Financial Companies
270
Jones Financial Companies
Missouri
$117K +$109K +1,224 New
BTI
271
Blue Trust Inc
Georgia
$113K +$16K +180 +18%
FHA
272
First Horizon Advisors
Tennessee
$110K
TRCT
273
Tower Research Capital (TRC)
New York
$109K -$20.8K -234 -17%
AF
274
Advisornet Financial
Minnesota
$109K +$98.4K +1,105 +2,986%
LI
275
LRI Investments
Florida
$108K +$101K +1,132 New