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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
126
Wilbanks Smith & Thomas Asset Management
Virginia
$365K +$355K +6,120 New
CIBC World Market
127
CIBC World Market
Ontario, Canada
$354K +$344K +5,930 New
SE
128
Summit Equities
New Jersey
$345K +$116 +2 +0%
SS
129
Simplicity Solutions
Minnesota
$345K +$336K +5,782 New
HWA
130
HCR Wealth Advisors
California
$331K
EAM
131
Evanson Asset Management
California
$311K +$302K +5,200 New
CCT
132
Country Club Trust
Missouri
$303K -$36.6K -630 -11%
FCFC
133
First Commonwealth Financial Corp
Pennsylvania
$293K
PWLP
134
Prio Wealth Limited Partnership
Massachusetts
$292K -$29K -500 -9%
Millennium Management
135
Millennium Management
New York
$291K -$73.7K -1,270 -21%
AFP
136
Ausdal Financial Partners
Iowa
$288K -$17.3K -298 -6%
FWCM
137
Ferguson Wellman Capital Management
Oregon
$278K
SS
138
Sunbelt Securities
Texas
$276K
CRWM
139
Castle Rock Wealth Management
California
$276K +$268K +4,614 New
Northern Trust
140
Northern Trust
Illinois
$274K -$222K -3,830 -46%
BTNA
141
Bremer Trust National Association
Minnesota
$268K
V
142
Veritable
Delaware
$268K
SB
143
Simmons Bank
Arkansas
$266K -$5.8K -100 -2%
CAM
144
Carret Asset Management
New York
$250K -$2.9K -50 -1%
BAM
145
Belpointe Asset Management
Nevada
$250K +$243K +4,190 New
RIA
146
Regal Investment Advisors
Michigan
$248K -$1.28K -22 -0.5%
PNC
147
Park National Corp
Ohio
$243K
TFCP
148
Twin Focus Capital Partners
Massachusetts
$239K
JIC
149
Johnson Investment Counsel
Ohio
$234K
AIM
150
Advantage Investment Management
Iowa
$233K -$10.2K -176 -4%