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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
126
Stephens Inc
Arkansas
$360K -$11.9K -193 -3%
TSS
127
Two Sigma Securities
New York
$351K -$1.81M -29,345 -85%
EAM
128
Evanson Asset Management
California
$347K
TNBTD
129
Trustmark National Bank Trust Department
Mississippi
$345K +$319K +5,162 New
OAM
130
Occidental Asset Management
California
$344K +$318K +5,152 New
SIG
131
Sargent Investment Group
Maryland
$343K
VC
132
Vicus Capital
Pennsylvania
$330K +$987 +16 +0.3%
PWLP
133
Prio Wealth Limited Partnership
Massachusetts
$320K -$24.7K -400 -8%
MLIC
134
Mandatum Life Insurance Company
Finland
$320K
CPIG
135
Chicago Partners Investment Group
Illinois
$319K +$9.44K +153 +3%
VFA
136
Voya Financial Advisors
Connecticut
$313K -$15.5K -251 -5%
FWCM
137
Ferguson Wellman Capital Management
Oregon
$313K
CAGAS
138
Capital Advisory Group Advisory Services
Minnesota
$309K
TNB
139
TCF National Bank
South Dakota
$293K
BPA
140
Beacon Pointe Advisors
California
$291K +$270K +4,370 New
SWA
141
SOA Wealth Advisors
New York
$280K +$248K +4,013 New
FMC
142
First Merchants Corp
Indiana
$275K
TFCP
143
Twin Focus Capital Partners
Massachusetts
$267K
BDFN
144
Bond & Devick Financial Network
Minnesota
$265K +$245K +3,966 New
RWA
145
Ropes Wealth Advisors
Massachusetts
$260K +$240K +3,895 New
CCA
146
Clearwater Capital Advisors
Illinois
$255K -$4.2K -68 -2%
CIA
147
Capital Investment Advisors
Georgia
$254K +$1.79K +29 +0.8%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$254K +$3.02K +49 +1%
PIN
149
Prudent Investors Network
California
$253K
AIC
150
Ameritas Investment Company
Nebraska
$250K -$114K -1,855 -33%