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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Advance Capital Management
351
Advance Capital Management
Michigan
$210K – – –
SFS
352
Symphony Financial Services
Ohio
$210K – – –
Concurrent Investment Advisors
353
Concurrent Investment Advisors
Florida
$209K +$204K +1,653 New
GWP
354
Gateway Wealth Partners
Wisconsin
$208K +$203K +1,645 New
GCM
355
Gables Capital Management
Florida
$203K – – –
WDL
356
Well Done LLC
Michigan
$202K +$198K +1,599 New
Franklin Resources
357
Franklin Resources
California
$190K – – –
AWM
358
Activest Wealth Management
Florida
$184K +$179K +1,450 New
NS
359
NBC Securities
Alabama
$179K -$2.72K -22 -2%
Q1WB
360
Quest 10 Wealth Builders
Virginia
$173K -$19.7K -159 -10%
Blue Trust Inc
361
Blue Trust Inc
Georgia
$157K – – –
Wealthspire Advisors (New York)
362
Wealthspire Advisors (New York)
New York
$152K +$149K +1,202 New
AT
363
Arlington Trust
Alabama
$149K – – –
BMC
364
Bear Mountain Capital
Washington
$147K – – –
AG
365
AmeriFlex Group
Nevada
$146K +$62.5K +505 +78%
FIM
366
FWL Investment Management
Texas
$145K – – –
AF
367
Advisornet Financial
Minnesota
$143K +$371 +3 +0.3%
Principal Securities
368
Principal Securities
Iowa
$139K -$14.8K -120 -10%
Atlantic Union Bankshares
369
Atlantic Union Bankshares
Virginia
$139K +$124 +1 +0.1%
BPAMU
370
BTG Pactual Asset Management US
New York
$134K – – –
SignatureFD
371
SignatureFD
Georgia
$129K – – –
WA
372
Westfuller Advisors
New York
$127K +$124K +1,004 New
IFP Advisors
373
IFP Advisors
Florida
$124K -$59K -477 -33%
Farther Finance Advisors
374
Farther Finance Advisors
California
$120K -$10.9K -88 -9%
Picton Mahoney Asset Management
375
Picton Mahoney Asset Management
Ontario, Canada
$114K -$24.7K -200 -18%