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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
76
Bigelow Investment Advisors
Maine
$1.08M
TAMH
77
Taikang Asset Management (HK)
Hong Kong
$1.02M
MCM
78
Maryland Capital Management
Maryland
$1.01M +$177K +2,922 +20%
EDRH
79
Edmond de Rothschild Holding
Switzerland
$1M
Bank of New York Mellon
80
Bank of New York Mellon
New York
$965K -$30.9K -510 -3%
GWM
81
Geneos Wealth Management
Colorado
$921K +$141K +2,326 +17%
AFC
82
AFT Forsyth & Company
Florida
$890K +$10.9K +180 +1%
GRP
83
Global Retirement Partners
California
$880K +$383K +6,320 +73%
SWP
84
Stratos Wealth Partners
Ohio
$838K +$51K +840 +6%
SGAM
85
Steinberg Global Asset Management
Florida
$814K -$18.3K -302 -2%
KTA
86
Keeley-Teton Advisors
Illinois
$788K -$9.46K -156 -1%
DC
87
Davenport & Co
Virginia
$780K +$210K +3,456 +35%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$769K +$112K +1,840 +16%
MGIA
89
Matthew Goff Investment Advisor
Texas
$756K
William Blair & Company
90
William Blair & Company
Illinois
$729K +$372K +6,128 +98%
APA
91
American Portfolios Advisors
New York
$728K -$61.5K -1,014 -8%
SPIA
92
Steward Partners Investment Advisory
New York
$728K -$91.4K -1,506 -11%
KF
93
Krilogy Financial
Missouri
$666K
IIA
94
IPG Investment Advisors
California
$654K +$75.2K +1,240 +13%
HNB
95
Huntington National Bank
Ohio
$637K
CF
96
Centaurus Financial
California
$606K +$624K +10,290 New
IWM
97
IHT Wealth Management
Illinois
$601K +$79.8K +1,316 +14%
DADC
98
D.A. Davidson & Co
Montana
$570K -$38.6K -636 -6%
SS
99
Simplicity Solutions
Minnesota
$570K +$236K +3,888 +67%
PH
100
Pinnacle Holdings
Oklahoma
$562K