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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
76
Chemical Bank
Michigan
$356K -$8.15K -204 -2%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$337K +$29.1K +728 +10%
MFS
78
MSI Financial Services
Massachusetts
$315K +$96.4K +2,414 +46%
FIM
79
Freedom Investment Management
Connecticut
$303K +$296K +7,406 New
SE
80
Summit Equities
New Jersey
$299K +$292K +7,312 New
CIBC World Market
81
CIBC World Market
Ontario, Canada
$292K +$26.4K +660 +10%
RMDI
82
R.M. Davis Inc
Maine
$289K -$189K -4,730 -40%
CS
83
Credit Suisse
Switzerland
$276K -$8.98M -224,708 -97%
FWCM
84
Ferguson Wellman Capital Management
Oregon
$252K
LWM
85
LBA Wealth Management
Florida
$250K
SI
86
Stephens Inc
Arkansas
$233K +$9.99K +250 +5%
Citigroup
87
Citigroup
New York
$232K +$24.4K +610 +12%
KeyBank National Association
88
KeyBank National Association
Ohio
$218K +$9.67K +242 +5%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$212K
PG
90
PEAK6 Group
Illinois
$204K +$200K +5,000 New
SI
91
SII Investments
Wisconsin
$202K +$207K +5,180 New
Creative Planning
92
Creative Planning
Kansas
$179K +$83.8K +2,098 +92%
MMG
93
Monetary Management Group
Missouri
$176K
WT
94
Whittier Trust
California
$173K
RIA
95
Regal Investment Advisors
Michigan
$103K -$28.2K -706 -22%
GT
96
Glenmede Trust
Pennsylvania
$94K
AA
97
Apriem Advisors
California
$82K
SF
98
Synovus Financial
Georgia
$71K
SFSIG
99
San Francisco Sentry Investment Group
California
$66K
PFA
100
Paradigm Financial Advisors
Missouri
$54K