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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
451
SkyView Investment Advisors
New Jersey
– -$413K -3,733 Closed
Park Avenue Securities
452
Park Avenue Securities
New York
– -$337K -3,048 Closed
Qube Research & Technologies (QRT)
453
Qube Research & Technologies (QRT)
United Kingdom
– -$336K -3,036 Closed
VP
454
Verum Partners
North Carolina
– -$332K -3,000 Closed
TSS
455
Two Sigma Securities
New York
– -$324K -2,928 Closed
KWA
456
Kellett Wealth Advisors
Ohio
– -$315K -2,848 Closed
SAF
457
Smith Anglin Financial
Texas
– -$310K -2,799 Closed
Independent Advisor Alliance
458
Independent Advisor Alliance
North Carolina
– -$306K -2,764 Closed
SCM
459
Saxony Capital Management
Missouri
– -$242K -2,192 Closed
Atria Wealth Solutions
460
Atria Wealth Solutions
New York
– -$210K -1,898 Closed
LCGC
461
Legacy Capital Group California
California
– -$204K -1,849 Closed
CFGS
462
Concourse Financial Group Securities
Alabama
– -$136K -1,166 Closed
CA
463
Crewe Advisors
Utah
– -$77.6K -702 Closed
VHAM
464
Van Hulzen Asset Management
California
– -$66.3K -600 Closed
Tower Research Capital (TRC)
465
Tower Research Capital (TRC)
New York
– -$51.4K -465 Closed
FLP
466
Financial Life Planners
Arizona
– -$42.3K -383 Closed
GTAM
467
Global Trust Asset Management
Florida
– -$39.8K -360 Closed
LDB
468
Lee, Danner & Bass
Tennessee
– -$39.3K -355 Closed
Kestra Investment Management
469
Kestra Investment Management
Texas
– -$34.3K -310 Closed
BNP Paribas Financial Markets
470
BNP Paribas Financial Markets
France
– -$26.3K -238 Closed
RA
471
Ransom Advisory
Rhode Island
– -$22.1K -200 Closed
AssetMark Inc
472
AssetMark Inc
California
– -$20.8K -188 Closed
CJ
473
Caitlin John
Michigan
– -$19.5K -176 Closed
CAS
474
Coppell Advisory Solutions
Texas
– -$12.5K -113 Closed
KBFS
475
Kohmann Bosshard Financial Services
Ohio
– -$11.1K -100 Closed