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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$715K +$478K +5,493 +200%
SB
127
Simmons Bank
Arkansas
$714K
COCM
128
Charter Oak Capital Management
New Hampshire
$703K -$9.14K -105 -1%
CWM
129
Concentrum Wealth Management
California
$694K +$697K +8,003 New
AA
130
Ancora Advisors
Ohio
$678K +$697 +8 +0.1%
CCA
131
Cadent Capital Advisors
Oklahoma
$662K
KTA
132
Keeley-Teton Advisors
Illinois
$629K +$523 +6 +0.1%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$627K +$261K +3,000 +71%
FPGK
134
Financial Partners Group (Kansas)
Kansas
$620K +$300K +3,440 +92%
Bessemer Group
135
Bessemer Group
New Jersey
$618K -$88.8K -1,020 -13%
AIM
136
Acropolis Investment Management
Missouri
$616K
RFWA
137
RPg Family Wealth Advisory
Massachusetts
$615K -$61.4K -705 -9%
William Blair & Company
138
William Blair & Company
Illinois
$587K +$4.53K +52 +0.8%
JWCA
139
J.W. Cole Advisors
Florida
$585K +$588K +6,747 New
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$576K +$13K +149 +2%
GPA
141
Garrison Point Advisors
California
$575K +$36.1K +415 +7%
OPWM
142
Oxinas Partners Wealth Management
Indiana
$574K -$61K -701 -10%
GCM
143
Gables Capital Management
Florida
$574K -$20.9K -240 -3%
PAS
144
Park Avenue Securities
New York
$573K +$576K +6,611 New
TLFA
145
True Link Financial Advisors
California
$558K -$9.58K -110 -2%
AHC
146
Adell Harriman & Carpenter
Texas
$557K
APWA
147
Atlas Private Wealth Advisors
New Jersey
$555K
EA
148
Eudaimonia Advisors
Tennessee
$541K +$544K +6,241 New
PWLP
149
Prio Wealth Limited Partnership
Massachusetts
$538K +$123K +1,410 +29%
WMP
150
Wealth Management Partners
Arizona
$536K -$23.3K -268 -4%