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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Clarus Wealth Advisors
Arizona
$1.21M +$1.17M +20,224 New
Creative Planning
77
Creative Planning
Kansas
$1.17M +$459K +7,912 +67%
BIA
78
Bigelow Investment Advisors
Maine
$1.1M +$1.07M +18,420 New
TAMH
79
Taikang Asset Management (HK)
Hong Kong
$1.03M +$1.01M +17,322 New
EDRH
80
Edmond de Rothschild Holding
Switzerland
$1.01M -$26.7K -460 -3%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$1.01M -$11.7K -202 -1%
TH
82
Timber Hill
Connecticut
$976K +$948K +16,336 New
WTC
83
WhitTier Trust Company
Nevada
$907K +$66.9K +1,152 +8%
AFC
84
AFT Forsyth & Company
Florida
$891K +$866K +14,924 New
MCM
85
Maryland Capital Management
Maryland
$855K +$382K +6,590 +85%
SGAM
86
Steinberg Global Asset Management
Florida
$843K
SPIA
87
Steward Partners Investment Advisory
New York
$828K +$26.6K +458 +3%
NA
88
Navellier & Associates
Nevada
$817K -$6.25M -107,694 -89%
KTA
89
Keeley-Teton Advisors
Illinois
$808K -$37.7K -650 -5%
SWP
90
Stratos Wealth Partners
Ohio
$799K +$50.5K +870 +7%
APA
91
American Portfolios Advisors
New York
$799K +$776K +13,378 New
GWM
92
Geneos Wealth Management
Colorado
$795K +$9.05K +156 +1%
Wolverine Trading
93
Wolverine Trading
Illinois
$785K +$389K +6,698 +104%
MGIA
94
Matthew Goff Investment Advisor
Texas
$767K
SI
95
Stephens Inc
Arkansas
$738K -$13.8K -238 -2%
M&T Bank
96
M&T Bank
New York
$720K +$18.2K +314 +3%
HNB
97
Huntington National Bank
Ohio
$696K
KF
98
Krilogy Financial
Missouri
$675K
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$670K -$104K -1,794 -14%
DADC
100
D.A. Davidson & Co
Montana
$615K +$103K +1,766 +21%