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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
126
Evanson Asset Management
California
$295K
SIG
127
Sargent Investment Group
Maryland
$291K
VFA
128
Voya Financial Advisors
Connecticut
$281K -$19.3K -336 -6%
VC
129
Vicus Capital
Pennsylvania
$280K -$90.2K -1,572 -24%
MLIC
130
Mandatum Life Insurance Company
Finland
$272K +$275K +4,798 New
FWCM
131
Ferguson Wellman Capital Management
Oregon
$266K
CPIG
132
Chicago Partners Investment Group
Illinois
$264K +$574 +10 +0.2%
CAGAS
133
Capital Advisory Group Advisory Services
Minnesota
$262K
V
134
Veritable
Delaware
$254K
TNB
135
TCF National Bank
South Dakota
$250K -$40.2K -700 -14%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$247K
SFS
137
Sowell Financial Services
Arkansas
$240K -$14.3K -250 -6%
FMC
138
First Merchants Corp
Indiana
$234K +$8.95K +156 +4%
QC
139
QCM Cayman
Texas
$234K +$237K +4,132 New
TFCP
140
Twin Focus Capital Partners
Massachusetts
$227K
CCA
141
Clearwater Capital Advisors
Illinois
$221K
CAG
142
Csenge Advisory Group
Florida
$215K -$320K -5,570 -60%
PIN
143
Prudent Investors Network
California
$215K -$212K -3,692 -49%
CIA
144
Capital Investment Advisors
Georgia
$214K -$803 -14 -0.4%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$213K -$236K -4,114 -52%
GFP
146
Gryphon Financial Partners
Ohio
$212K
IWA
147
Intercontinental Wealth Advisors
Texas
$212K
CL
148
CPWM LLC
Washington
$209K
PFS
149
Prospera Financial Services
Texas
$170K -$430K -7,502 -71%
WTC
150
WhitTier Trust Company
Nevada
$165K