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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
Bigelow Investment Advisors
Maine
$818K
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$818K +$783K +11,802 New
MGIA
103
Matthew Goff Investment Advisor
Texas
$797K
FHC
104
First Heartland Consultants
Missouri
$765K +$737K +11,100 New
IWM
105
IHT Wealth Management
Illinois
$758K -$11K -166 -1%
CWA
106
Clarus Wealth Advisors
Arizona
$750K +$719K +10,832 New
KF
107
Krilogy Financial
Missouri
$747K
KTA
108
Keeley-Teton Advisors
Illinois
$726K -$15.8K -238 -2%
IAA
109
Independent Advisor Alliance
North Carolina
$726K +$700K +10,542 New
DI
110
DAGCO Inc
Ohio
$698K -$24.6K -370 -4%
SIG
111
Sargent Investment Group
Maryland
$689K
FMLI
112
Fukoku Mutual Life Insurance
Japan
$689K +$664K +10,000 New
AHC
113
Adell Harriman & Carpenter
Texas
$687K
RFWA
114
RPg Family Wealth Advisory
Massachusetts
$656K +$21.4K +322 +3%
GT
115
Glenview Trust
Kentucky
$648K
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$610K -$1.59M -23,894 -73%
OC
117
Oppenheimer & Co
New York
$602K +$88.4K +1,332 +18%
Lido Advisors
118
Lido Advisors
California
$596K +$175K +2,638 +44%
BRM
119
Boston Research & Management
Massachusetts
$595K
CIA
120
Choate Investment Advisors
Massachusetts
$586K
GCM
121
Gables Capital Management
Florida
$567K
AIM
122
Acropolis Investment Management
Missouri
$546K -$21.2K -320 -4%
MWP
123
MYCIO Wealth Partners
Pennsylvania
$543K +$1.99K +30 +0.4%
AWM
124
AE Wealth Management
Kansas
$539K -$211K -3,184 -29%
SI
125
Stephens Inc
Arkansas
$530K -$92.2K -1,390 -15%