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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Carret Asset Management
New York
$234K
SS
152
Sunbelt Securities
Texas
$232K
BBNA
153
Bremer Bank National Association
Minnesota
$229K
PIMG
154
Patriot Investment Management Group
Tennessee
$224K
WI
155
Wintrust Investments
Illinois
$223K -$197K -3,100 -47%
WWM
156
Western Wealth Management
Colorado
$222K -$165K -2,598 -43%
ACP
157
Aveo Capital Partners
Colorado
$221K -$203K -3,190 -49%
GT
158
Greenleaf Trust
Michigan
$221K
GG
159
Gofen & Glossberg
Illinois
$213K +$210K +3,310 New
WP
160
WealthSource Partners
California
$211K
EAMA
161
EFG Asset Management (Americas)
Florida
$209K
SFSIG
162
San Francisco Sentry Investment Group
California
$208K
WTC
163
WhitTier Trust Company
Nevada
$205K
DY
164
Dowling & Yahnke
California
$204K +$201K +3,170 New
FFN
165
Focus Financial Network
Minnesota
$203K -$11.8K -186 -6%
MFG
166
Magnus Financial Group
New York
$201K +$199K +3,126 New
GT
167
Glenmede Trust
Pennsylvania
$197K
AIC
168
Archer Investment Corporation
Indiana
$167K
SBL
169
Sargent Bickham Lagudis
Colorado
$162K
JFGIW
170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K -$31.9K -502 -17%
TFS
171
TrustCore Financial Services
Tennessee
$156K -$6.1K -96 -4%
S
172
SignatureFD
Georgia
$149K -$57.3K -902 -28%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$148K
BAM
174
Belpointe Asset Management
Nevada
$145K +$254 +4 +0.2%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$142K -$1.29M -20,350 -90%