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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
276
One Capital Management
California
$363K
DWML
277
Decker Wealth Management LLC
Tennessee
$362K
HWA
278
HCR Wealth Advisors
California
$361K -$86.4K -696 -18%
COCM
279
Charter Oak Capital Management
New Hampshire
$359K +$1.36K +11 +0.4%
SFA
280
Sequoia Financial Advisors
Ohio
$358K +$377K +3,039 New
KCFA
281
Key Client Fiduciary Advisors
New Jersey
$356K +$1.86K +15 +0.5%
SMC
282
Smith, Moore & Co
Missouri
$349K
RIA
283
Regal Investment Advisors
Michigan
$346K
BAM
284
Bellevue Asset Management
Washington
$346K -$2.48K -20 -0.7%
CFG
285
Citizens Financial Group
Rhode Island
$345K +$35.4K +285 +11%
Point72 Asset Management
286
Point72 Asset Management
Connecticut
$342K +$125K +1,005 +53%
Millennium Management
287
Millennium Management
New York
$337K +$355K +2,862 New
IAG
288
Investment Advisory Group
Massachusetts
$331K +$12.5K +101 +4%
FWP
289
Forefront Wealth Partners
Texas
$331K -$47.8K -385 -12%
WHC
290
Wulff, Hansen & Co
California
$327K
AQR Capital Management
291
AQR Capital Management
Connecticut
$325K -$184K -1,482 -35%
DWM
292
Dakota Wealth Management
Florida
$325K +$37.4K +301 +12%
YIA
293
YHB Investment Advisors
Connecticut
$324K +$106K +854 +45%
AIC
294
Archer Investment Corporation
Indiana
$320K
GWP
295
Gateway Wealth Partners
Wisconsin
$319K +$132K +1,060 +64%
SFS
296
Sowell Financial Services
Arkansas
$316K +$745 +6 +0.2%
CIA
297
Concurrent Investment Advisors
Florida
$312K +$869 +7 +0.3%
MWM
298
MinichMacGregor Wealth Management
New York
$310K -$15.7M -126,524 -98%
AWM
299
Apollon Wealth Management
South Carolina
$306K +$119K +956 +58%
CA
300
Clearstead Advisors
Ohio
$304K +$72K +580 +29%