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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
PFG Advisors
Arizona
$229K +$21.8K +190 +10%
OFS
302
OneAscent Financial Services
Alabama
$229K +$232K +2,027 New
ISWM
303
Independent Solutions Wealth Management
New York
$227K +$231K +2,015 New
CA
304
Clearstead Advisors
Ohio
$226K -$74.9K -654 -25%
PCM
305
Payne Capital Management
New York
$226K
RCWM
306
Royal Capital Wealth Management
Indiana
$226K
FRA
307
Frank Rimerman Advisors
California
$225K
FA
308
Fiduciary Alliance
South Carolina
$225K +$9.74K +85 +4%
VCM
309
Vision Capital Management
Oregon
$223K +$226K +1,974 New
GF
310
Gries Financial
Ohio
$221K +$225K +1,962 New
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$221K +$115 +1 +0%
YIA
312
YHB Investment Advisors
Connecticut
$220K
WA
313
WP Advisors
California
$216K +$687 +6 +0.3%
First Trust Advisors
314
First Trust Advisors
Illinois
$216K
MC
315
Moors & Cabot
Massachusetts
$213K +$216K +1,883 New
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$212K -$7.45K -65 -3%
AP
317
Americana Partners
Texas
$206K
Pathstone Holdings
318
Pathstone Holdings
New Jersey
$205K -$128K -1,114 -38%
SAG
319
SageView Advisory Group
California
$205K -$458 -4 -0.2%
Empower Advisory Group
320
Empower Advisory Group
Colorado
$202K +$205K +1,791 New
CP
321
Clarendon Private
Massachusetts
$202K +$205K +1,790 New
TWC
322
TD Waterhouse Canada
Ontario, Canada
$192K
GCM
323
Gables Capital Management
Florida
$181K +$69.9K +610 +61%
Q1WB
324
Quest 10 Wealth Builders
Virginia
$178K -$63.1K -551 -26%
Franklin Resources
325
Franklin Resources
California
$169K