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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Brookstone Capital Management
Illinois
– -$513K -4,054 Closed
NA
502
Navellier & Associates
Nevada
– -$499K -3,940 Closed
VPP
503
Vertex Planning Partners
Illinois
– -$405K -3,200 Closed
SFA
504
Sequoia Financial Advisors
Ohio
– -$351K -2,770 Closed
XT
505
XTX Topco
Cayman Islands
– -$303K -2,391 Closed
CL
506
Choreo LLC
Illinois
– -$301K -2,376 Closed
Pathstone Holdings
507
Pathstone Holdings
New Jersey
– -$276K -2,180 Closed
FPAS
508
Focus Partners Advisor Solutions
Missouri
– -$216K -1,714 Closed
WANY
509
Wealthspire Advisors (New York)
New York
– -$152K -1,202 Closed
BPAMU
510
BTG Pactual Asset Management US
New York
– -$134K -1,108 Closed
PS
511
Principal Securities
Iowa
– -$139K -1,099 Closed
PMAM
512
Picton Mahoney Asset Management
Ontario, Canada
– -$114K -900 Closed
MDA
513
Minot DeBlois Advisors
Massachusetts
– -$67.6K -534 Closed
GWSG
514
GPS Wealth Strategies Group
Colorado
– -$55.5K -438 Closed
RA
515
Rise Advisors
New York
– -$38.2K -302 Closed
PWMA
516
Pension & Wealth Management Advisors
Massachusetts
– -$30.1K -238 Closed
FLP
517
Financial Life Planners
Arizona
– -$27.1K -214 Closed
NMG
518
New Millennium Group
Utah
– -$2.66K -21 Closed
VNA
519
Valley National Advisers
Pennsylvania
– -$2K -21 Closed
GTAM
520
Global Trust Asset Management
Florida
– -$1.27K -10 Closed