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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LL
151
LPWM LLC
Minnesota
$865K
VA
152
Valmark Advisers
Ohio
$850K +$124 +1 +0%
FCBT
153
First Citizens Bank & Trust
North Carolina
$825K +$5.21K +42 +0.7%
RFN
154
Redwood Financial Network
Ohio
$804K +$115K +929 +17%
MBI
155
May Barnhard Investments
Maryland
$794K +$124 +1 +0%
CFD
156
Creative Financial Designs
Indiana
$792K +$757K +6,096 +5,166%
GPA
157
Garrison Point Advisors
California
$791K -$21.6K -174 -3%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$788K -$248K -2,000 -24%
OBWA
159
Oak Barrel Wealth Advisory
Virginia
$784K +$763K +6,149 New
WCM
160
Whitener Capital Management
North Carolina
$782K +$26.2K +211 +4%
EAM
161
Empirical Asset Management
Massachusetts
$778K -$111K -892 -13%
SWP
162
Stratos Wealth Partners
Ohio
$772K +$144K +1,162 +24%
PCIA
163
Prime Capital Investment Advisors
Kansas
$768K -$262K -2,110 -26%
IWC
164
Integrated Wealth Concepts
Massachusetts
$766K +$338K +2,722 +83%
AOWM
165
Asset One Wealth Management
Washington
$764K -$33.1K -267 -4%
RSWM
166
Robertson Stephens Wealth Management
California
$739K +$372 +3 +0.1%
CW
167
CreativeOne Wealth
Kansas
$728K +$39.1K +315 +6%
MWM
168
Meridian Wealth Management
Kentucky
$713K +$497 +4 +0.1%
SCA
169
Southern Capital Advisors
Tennessee
$712K +$8.44K +68 +1%
IWM
170
IHT Wealth Management
Illinois
$707K -$45.7K -368 -6%
IFG
171
Independent Financial Group
California
$702K -$24.3K -196 -3%
CWM
172
Chesapeake Wealth Management
Virginia
$702K -$325K -2,617 -32%
MWM
173
Modera Wealth Management
New Jersey
$696K +$37.7K +304 +6%
AP
174
Americana Partners
Texas
$696K +$224K +1,805 +49%
GIA
175
Gladstone Institutional Advisory
Florida
$690K -$34.9K -281 -5%