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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
351
Oxinas Partners Wealth Management
Indiana
-$574K -6,619 Closed
PAS
352
Park Avenue Securities
New York
-$573K -6,611 Closed
FEM
353
Fulcrum Equity Management
Texas
-$516K -5,956 Closed
WA
354
WESPAC Advisors
California
-$512K -5,904 Closed
CF
355
Centaurus Financial
California
-$481K -5,548 Closed
IFG
356
Independent Financial Group
California
-$411K -4,746 Closed
PFA
357
Pettinga Financial Advisors
Indiana
-$406K -4,685 Closed
CW
358
CreativeOne Wealth
Kansas
-$393K -4,539 Closed
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
-$307K -3,540 Closed
MWM
360
Mattern Wealth Management
Kansas
-$300K -3,462 Closed
DL
361
DOHJ LLC
Washington
-$300K -3,459 Closed
RFM
362
Royal Fund Management
Florida
-$242K -2,801 Closed
CS
363
Credit Suisse
Switzerland
-$238K -2,740 Closed
CCA
364
Clearwater Capital Advisors
Illinois
-$236K -2,728 Closed
DTL
365
Dynamic Technology Lab
Singapore
-$222K -2,563 Closed
JSW
366
Journey Strategic Wealth
New Jersey
-$200K -2,304 Closed
WWM
367
Windsor Wealth Management
Indiana
-$201K -2,245 Closed
EVM
368
Eaton Vance Management
Massachusetts
-$85K -984 Closed
TCWM
369
Total Clarity Wealth Management
Illinois
-$61K -704 Closed
BAM
370
Barrett Asset Management
New York
-$28K -320 Closed
MAM
371
Mystic Asset Management
Rhode Island
-$19K -225 Closed
AWA
372
Amplius Wealth Advisors
Pennsylvania
-$17K -204 Closed
RP
373
Rice Partnership
Hawaii
-$17K -200 Closed
AWM
374
Avior Wealth Management
Nebraska
-$16K -196 Closed
RPCONE
375
Retirement Planning Company of New England
Rhode Island
-$16K -186 Closed