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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
Western Wealth Management
Colorado
$382K -$24.5K -398 -6%
BFG
127
Barber Financial Group
Kansas
$378K +$370K +6,016 New
CAGAS
128
Capital Advisory Group Advisory Services
Minnesota
$375K
GPA
129
Garrison Point Advisors
California
$363K +$16K +260 +5%
Lido Advisors
130
Lido Advisors
California
$352K +$12.7K +206 +4%
Northern Trust
131
Northern Trust
Illinois
$346K
TW
132
Transform Wealth
Colorado
$335K -$172K -2,790 -34%
CAM
133
Cozad Asset Management
Illinois
$327K -$28.3K -460 -8%
EAM
134
Evanson Asset Management
California
$327K
MBT
135
Monroe Bank & Trust
Michigan
$323K -$2.46K -40 -0.8%
CB
136
Chemical Bank
Michigan
$320K +$20.9K +340 +7%
Prudential Financial
137
Prudential Financial
New Jersey
$315K +$985 +16 +0.3%
GH
138
GAM Holding
Switzerland
$313K -$262K -4,260 -46%
PA
139
PFG Advisors
Arizona
$309K -$142K -2,302 -33%
FWCM
140
Ferguson Wellman Capital Management
Oregon
$296K -$6.16K -100 -2%
AAMA
141
Advanced Asset Management Advisors
Ohio
$292K -$17.2K -280 -6%
AB
142
Atlas Brown
Kentucky
$283K
V
143
Veritable
Delaware
$281K
PWLP
144
Prio Wealth Limited Partnership
Massachusetts
$276K -$30.8K -500 -10%
IFWM
145
Institute for Wealth Management
Colorado
$270K +$265K +4,302 New
WPW
146
Waldron Private Wealth
Pennsylvania
$265K
UCMOK
147
United Capital Management of KS
Kansas
$262K -$21.9K -356 -8%
Comerica Bank
148
Comerica Bank
Texas
$254K -$19.5K -316 -7%
TFCP
149
Twin Focus Capital Partners
Massachusetts
$251K +$246K +4,000 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$247K