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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
401
GPS Wealth Strategies Group
Colorado
$55.5K – – –
CT
402
Colonial Trust
South Carolina
$55.1K – – –
WIM
403
Westside Investment Management
California
$53.2K – – –
BWL
404
Bogart Wealth LLC
Virginia
$52.7K – – –
RIA
405
Realta Investment Advisors
Delaware
$51.4K – – –
SR
406
Syntax Research
Florida
$51.2K – – –
PA
407
Parallel Advisors
California
$42.1K – – –
SIS
408
Sound Income Strategies
Florida
$41.4K – – –
CFFP
409
Center for Financial Planning
Michigan
$39.3K – – –
EA
410
Evolution Advisers
Virginia
$39K +$39.2K +317 New
RA
411
Rise Advisors
New York
$38.2K -$7.67K -62 -17%
FP
412
Financial Perspectives
Minnesota
$38.2K – – –
PTC
413
Private Trust Company
Ohio
$38.1K -$50K -404 -57%
MIM
414
MTM Investment Management
South Carolina
$38K – – –
WPA
415
West Paces Advisors
Georgia
$37.4K – – –
DCM
416
Davis Capital Management
Florida
$35.5K +$34.6K +280 New
BNP Paribas Financial Markets
417
BNP Paribas Financial Markets
France
$33.9K +$33.1K +268 New
AWM
418
Accredited Wealth Management
Kentucky
$33.6K -$20.2K -163 -62%
PWMA
419
Pension & Wealth Management Advisors
Massachusetts
$30.1K – – –
PCFFS
420
Pacific Center for Financial Services
California
$29.9K – – –
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$27.6K -$8.29K -67 -24%
PGAM
422
Princeton Global Asset Management
New Jersey
$27.2K – – –
FLP
423
Financial Life Planners
Arizona
$27.1K +$26.5K +214 New
NSIM
424
North Star Investment Management
Illinois
$26.7K -$5.44K -44 -17%
WT
425
Whittier Trust
California
$26.4K – – –