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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$328K -$10.6K -160 -3%
AAMA
152
Advanced Asset Management Advisors
Ohio
$327K +$4.51K +68 +1%
SS
153
Simplicity Solutions
Minnesota
$327K +$51K +768 +19%
FWCM
154
Ferguson Wellman Capital Management
Oregon
$323K
V
155
Veritable
Delaware
$322K +$13.3K +200 +4%
TNB
156
TCF National Bank
South Dakota
$316K -$12.1K -182 -4%
AB
157
Atlas Brown
Kentucky
$311K
Northern Trust
158
Northern Trust
Illinois
$308K -$69K -1,040 -19%
BFG
159
Barber Financial Group
Kansas
$301K +$290K +4,370 New
SWM
160
Sequoia Wealth Management
Illinois
$293K -$145K -2,186 -34%
IFWM
161
Institute for Wealth Management
Colorado
$290K -$6.5K -98 -2%
RIA
162
Regal Investment Advisors
Michigan
$288K +$29.3K +442 +12%
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$282K +$273K +4,108 New
PWLP
164
Prio Wealth Limited Partnership
Massachusetts
$276K -$26.5K -400 -9%
TFCP
165
Twin Focus Capital Partners
Massachusetts
$276K
LWP
166
Legacy Wealth Planning
Nevada
$272K +$262K +3,954 New
AIM
167
Alhambra Investment Management
Florida
$271K +$261K +3,940 New
CIA
168
Capital Investment Advisors
Georgia
$260K -$133 -2 -0.1%
WWM
169
Western Wealth Management
Colorado
$258K +$20K +302 +9%
CL
170
CPWM LLC
Washington
$254K +$133 +2 +0.1%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$248K -$5.57K -84 -2%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$247K
WI
173
Wintrust Investments
Illinois
$239K
GT
174
Greenleaf Trust
Michigan
$237K
TW
175
Transform Wealth
Colorado
$236K -$126K -1,906 -36%