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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$2.31M -$331K -2,666 -13%
AWM
77
Avior Wealth Management
Nebraska
$2.31M -$39.5K -318 -2%
KCM
78
Kennicott Capital Management
California
$2.28M +$179K +1,440 +9%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$2.25M -$226K -1,817 -9%
JWCA
80
J.W. Cole Advisors
Florida
$2.24M +$2.18M +17,555 New
HNB
81
Huntington National Bank
Ohio
$2.24M
FFS
82
Founders Financial Securities
Maryland
$2.11M -$1.74K -14 -0.1%
OIA
83
OneDigital Investment Advisors
Kansas
$2.11M -$264K -2,128 -11%
CRWM
84
Castle Rock Wealth Management
California
$2.1M +$346K +2,784 +21%
DC
85
Davenport & Co
Virginia
$2.09M -$372 -3 -0%
OCA
86
OpenArc Corporate Advisory
Georgia
$2.05M -$7.74M -62,317 -79%
AIM
87
Allen Investment Management
New York
$2.02M
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$1.98M -$20.2K -163 -1%
AFC
89
AFT Forsyth & Company
Florida
$1.96M -$118K -949 -6%
GAM
90
Gotham Asset Management
New York
$1.92M
Truist Financial
91
Truist Financial
North Carolina
$1.91M -$494K -3,977 -21%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$1.88M +$427K +3,438 +32%
MIA
93
MMBG Investment Advisors
Florida
$1.85M
EL
94
Essex LLC
Illinois
$1.76M -$41.3K -333 -2%
CB
95
Commerce Bank
Missouri
$1.74M -$15.5K -125 -0.9%
HAS
96
HBW Advisory Services
California
$1.73M +$94.8K +764 +6%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$1.66M +$406K +3,267 +33%
NA
98
NewEdge Advisors
Louisiana
$1.66M +$144K +1,156 +10%
William Blair & Company
99
William Blair & Company
Illinois
$1.66M +$869 +7 +0.1%
GBFG
100
Gerald Baker Financial Group
Texas
$1.64M -$51.4K -414 -3%