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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
101
Charter Oak Capital Management
New Hampshire
$544K +$503K +8,148 New
MA
102
Mutual Advisors
Nebraska
$529K -$22.7K -367 -4%
RFWA
103
RPg Family Wealth Advisory
Massachusetts
$520K +$123 +2 +0%
AAS
104
Avantax Advisory Services
Texas
$520K -$933K -15,121 -66%
AA
105
Ancora Advisors
Ohio
$512K +$555 +9 +0.1%
KTA
106
Keeley-Teton Advisors
Illinois
$508K -$28.6K -463 -6%
GCP
107
Gill Capital Partners
Colorado
$499K -$19.8K -320 -4%
AWM
108
AE Wealth Management
Kansas
$491K +$68.1K +1,103 +18%
William Blair & Company
109
William Blair & Company
Illinois
$484K -$333K -5,396 -43%
AIM
110
Acropolis Investment Management
Missouri
$474K
AHC
111
Adell Harriman & Carpenter
Texas
$471K -$120K -1,938 -22%
FCFC
112
First Commonwealth Financial Corp
Pennsylvania
$467K
GCM
113
Gables Capital Management
Florida
$458K
EDRH
114
Edmond de Rothschild Holding
Switzerland
$454K
Lido Advisors
115
Lido Advisors
California
$434K -$30.2K -490 -7%
LNC
116
Lincoln National Corp
Pennsylvania
$421K -$6.91K -112 -2%
IWM
117
IHT Wealth Management
Illinois
$416K -$32.6K -528 -8%
CIBC World Market
118
CIBC World Market
Ontario, Canada
$407K -$13K -210 -3%
GPA
119
Garrison Point Advisors
California
$407K +$1.23K +20 +0.3%
NA
120
NewEdge Advisors
Louisiana
$404K -$93.3K -1,512 -20%
GT
121
Glenmede Trust
Pennsylvania
$395K
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$392K -$58.1K -942 -14%
PFM
123
Parsec Financial Management
North Carolina
$388K +$12.3K +200 +4%
RIA
124
Realta Investment Advisors
Delaware
$382K -$133K -2,158 -27%
RF
125
Rollins Financial
Georgia
$361K +$334K +5,405 New