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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$682K +$50.1K +652 +7%
HA
102
HFG Advisors
Ohio
$634K
JIC
103
Joel Isaacson & Co
New York
$633K +$63.2K +822 +10%
MCM
104
Magnolia Capital Management
New York
$629K
LWM
105
Laidlaw Wealth Management
New York
$613K -$133K -1,724 -17%
BRWA
106
B. Riley Wealth Advisors
Florida
$584K -$798K -10,370 -56%
WMA
107
Wealth Management Associates
New Jersey
$578K -$6.08K -79 -1%
Truist Financial
108
Truist Financial
North Carolina
$566K -$261K -3,391 -30%
COCM
109
Charter Oak Capital Management
New Hampshire
$566K +$171K +2,228 +39%
BPA
110
Beacon Pointe Advisors
California
$562K -$29.5K -384 -5%
AA
111
Ancora Advisors
Ohio
$560K +$923 +12 +0.2%
SI
112
Stephens Inc
Arkansas
$558K -$153K -1,992 -20%
HTC
113
Haverford Trust Company
Pennsylvania
$552K
SWP
114
Stratos Wealth Partners
Ohio
$548K +$48.1K +626 +9%
NA
115
NewEdge Advisors
Louisiana
$543K -$321K -4,178 -35%
WMP
116
Wealth Management Partners
Arizona
$540K -$30.9K -402 -5%
CA
117
Cetera Advisors
Colorado
$531K -$88.1K -1,145 -13%
BIA
118
Bigelow Investment Advisors
Maine
$531K -$136K -1,770 -19%
KPWS
119
Kestra Private Wealth Services
Texas
$522K +$692 +9 +0.1%
KTA
120
Keeley-Teton Advisors
Illinois
$519K +$769 +10 +0.1%
GPA
121
Garrison Point Advisors
California
$515K -$2.54K -33 -0.5%
GT
122
Glenmede Trust
Pennsylvania
$510K
CPIG
123
Chicago Partners Investment Group
Illinois
$493K +$1.46K +19 +0.3%
Walleye Trading
124
Walleye Trading
New York
$452K -$1.21M -15,753 -71%
DI
125
DAGCO Inc
Ohio
$450K -$146K -1,900 -23%