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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
301
Harbor Investment Advisory
Maryland
$6K – – –
PTC
302
Private Trust Company
Ohio
$6K +$6.64K +87 New
VVP
303
Venture Visionary Partners
Ohio
$5.95K +$6.48K +85 New
FPFS
304
First Personal Financial Services
North Carolina
$4K – – –
TC
305
Trust Company
Kansas
$4K – – –
AW
306
Avion Wealth
Texas
$4K +$4.27K +56 New
AF
307
Advisornet Financial
Minnesota
$3K – – –
HBW
308
Hazlett, Burt & Watson
West Virginia
$2K – – –
RG
309
Retirement Group
California
$2K – – –
LFG
310
Larson Financial Group
Missouri
$2K +$1.91K +25 New
CWA
311
Clearview Wealth Advisors
Oregon
$1K – – –
GLLW
312
Graves Light Lenhart Wealth
Virginia
$1K – – –
TF
313
TimeScale Financial
Massachusetts
$1K – – –
WIM
314
Westside Investment Management
California
$27 – – –
KWA
315
Kellett Wealth Advisors
Ohio
– -$11.4M -134,702 Closed
KCM
316
Karp Capital Management
California
– -$5.09M -60,205 Closed
WA
317
Wealthstar Advisors
Texas
– -$4.54M -53,719 Closed
Susquehanna International Group
318
Susquehanna International Group
Pennsylvania
– -$1.04M -13,700 Closed
OMC
319
Old Mission Capital
Illinois
– -$1.06M -12,539 Closed
VCM
320
Virtue Capital Management
Tennessee
– -$957K -11,327 Closed
BlackRock
321
BlackRock
New York
– -$811K -9,593 Closed
GC
322
Grimes & Company
Massachusetts
– -$743K -8,787 Closed
RFWA
323
RPg Family Wealth Advisory
Massachusetts
– -$727K -8,597 Closed
AFP
324
Ausdal Financial Partners
Iowa
– -$710K -8,400 Closed
GPFA
325
Game Plan Financial Advisors
Ohio
– -$655K -7,745 Closed