We are live on ! Find out more
IYF icon

iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
101
MYCIO Wealth Partners
Pennsylvania
$505K +$498K +7,846 New
MA
102
Mutual Advisors
Nebraska
$504K -$38.1K -600 -7%
OC
103
Oppenheimer & Co
New York
$477K
PFM
104
Parsec Financial Management
North Carolina
$468K -$47.6K -750 -9%
CS
105
Comerica Securities
Michigan
$466K -$146K -2,304 -24%
FCFC
106
First Commonwealth Financial Corp
Pennsylvania
$451K -$24.1K -380 -5%
SB
107
Simmons Bank
Arkansas
$441K -$6.35K -100 -1%
RIA
108
Realta Investment Advisors
Delaware
$440K -$161K -2,534 -27%
Creative Planning
109
Creative Planning
Kansas
$439K -$34.1K -536 -7%
HTC
110
Haverford Trust Company
Pennsylvania
$425K +$419K +6,600 New
MM
111
Main Management
California
$423K
SWM
112
Sequoia Wealth Management
Illinois
$419K +$409K +6,442 New
WCM
113
WealthBridge Capital Management
Ohio
$415K -$148K -2,328 -27%
PMFA
114
Plante Moran Financial Advisors
Michigan
$414K
M&T Bank
115
M&T Bank
New York
$413K -$50.8K -800 -11%
CG
116
Colony Group
Massachusetts
$399K -$127 -2 -0%
HIS
117
Harvest Investment Services
Illinois
$389K +$391K +6,150 New
Lido Advisors
118
Lido Advisors
California
$387K +$25.2K +396 +7%
CAGAS
119
Capital Advisory Group Advisory Services
Minnesota
$385K
GPA
120
Garrison Point Advisors
California
$383K +$10.8K +170 +3%
Northern Trust
121
Northern Trust
Illinois
$354K
TW
122
Transform Wealth
Colorado
$343K
CAM
123
Cozad Asset Management
Illinois
$335K
EAM
124
Evanson Asset Management
California
$335K
FMC
125
First Merchants Corp
Indiana
$334K +$330K +5,192 New