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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
326
Darrow Company
Massachusetts
$242K
RWM
327
Redstone Wealth Management
Oklahoma
$240K
SWM
328
Spire Wealth Management
Virginia
$239K -$2.17M -17,512 -90%
PCM
329
Payne Capital Management
New York
$235K
RCWM
330
Royal Capital Wealth Management
Indiana
$235K
RI
331
Ruggiero Investments
Florida
$235K
BCV
332
Banque Cantonale Vaudoise
Switzerland
$235K
FRA
333
Frank Rimerman Advisors
California
$234K
CIC
334
Chilton Investment Company
Connecticut
$233K +$10.1K +81 +4%
CAM
335
Carret Asset Management
New York
$233K
VCM
336
Vision Capital Management
Oregon
$232K
WA
337
WP Advisors
California
$228K +$372 +3 +0.2%
AF
338
Allworth Financial
California
$226K +$13.3K +107 +6%
CTFG
339
Capstone Triton Financial Group
Oklahoma
$226K +$227K +1,832 New
UBS AM
340
UBS AM
Illinois
$224K +$237K +1,908 New
MYIA
341
Mount Yale Investment Advisors
Colorado
$223K +$235K +1,893 New
VAS
342
Vestmark Advisory Solutions
Massachusetts
$223K +$235K +1,893 New
IP
343
Intellectus Partners
California
$220K
CWA
344
Centerline Wealth Advisors
Kentucky
$219K -$4.92M -39,656 -96%
LWPC
345
Legacy Wealth Partners (Colorado)
Colorado
$218K
SP
346
Sequent Planning
Nebraska
$215K +$227K +1,830 New
VFA
347
Valeo Financial Advisors
Indiana
$215K -$29.7K -239 -12%
GCM
348
Gables Capital Management
Florida
$213K +$31.6K +255 +16%
CP
349
Clarendon Private
Massachusetts
$211K
CCFM
350
Clear Creek Financial Management
Washington
$205K