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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
351
Symphony Financial Services
Ohio
$220K +$6.26K +50 +3%
Freestone Capital Holdings
352
Freestone Capital Holdings
Washington
$219K – – –
CF
353
Centaurus Financial
California
$219K -$272K -2,175 -56%
PIA
354
Perennial Investment Advisors
California
$216K -$18.1K -145 -8%
Advance Capital Management
355
Advance Capital Management
Michigan
$214K – – –
EP Wealth Advisors
356
EP Wealth Advisors
California
$213K +$207K +1,653 New
GWP
357
Gateway Wealth Partners
Wisconsin
$213K +$751 +6 +0.4%
Apollon Wealth Management
358
Apollon Wealth Management
South Carolina
$212K +$206K +1,645 New
KeyBank National Association
359
KeyBank National Association
Ohio
$209K +$203K +1,620 New
RAS
360
RPS Advisory Solutions
Kentucky
$208K -$8.29M -66,298 -98%
Level Four Advisory Services
361
Level Four Advisory Services
Texas
$206K +$200K +1,601 New
WDL
362
Well Done LLC
Michigan
$206K – – –
SWM
363
Stronghold Wealth Management
Florida
$203K +$197K +1,571 New
GCM
364
Gables Capital Management
Florida
$200K -$6.26K -50 -3%
Franklin Resources
365
Franklin Resources
California
$193K – – –
NS
366
NBC Securities
Alabama
$191K +$8.38K +67 +5%
AWM
367
Activest Wealth Management
Florida
$187K – – –
Q1WB
368
Quest 10 Wealth Builders
Virginia
$169K -$7.76K -62 -5%
Blue Trust Inc
369
Blue Trust Inc
Georgia
$160K – – –
IAIM
370
International Assets Investment Management
Florida
$157K +$153K +1,220 New
BMC
371
Bear Mountain Capital
Washington
$156K – – –
CA
372
Cresta Advisors
Texas
$151K +$146K +1,168 New
FIM
373
FWL Investment Management
Texas
$148K – – –
AF
374
Advisornet Financial
Minnesota
$146K +$626 +5 +0.4%
Atlantic Union Bankshares
375
Atlantic Union Bankshares
Virginia
$141K +$125 +1 +0.1%