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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Capital Investment Advisors
Georgia
$209K +$202K +3,792 New
GFP
152
Gryphon Financial Partners
Ohio
$206K +$200K +3,740 New
IWA
153
Intercontinental Wealth Advisors
Texas
$206K +$200K +3,740 New
CL
154
CPWM LLC
Washington
$203K +$197K +3,686 New
JIC
155
Johnson Investment Counsel
Ohio
$200K +$194K +3,640 New
PIMG
156
Patriot Investment Management Group
Tennessee
$176K +$171K +3,198 New
OPS
157
Orion Portfolio Solutions
Nebraska
$164K -$3.23M -60,510 -95%
SFSIG
158
San Francisco Sentry Investment Group
California
$164K -$13.7K -256 -8%
WTC
159
WhitTier Trust Company
Nevada
$160K -$14.9K -280 -9%
CFGS
160
Concourse Financial Group Securities
Alabama
$146K -$66K -1,236 -32%
BAM
161
Belpointe Asset Management
Nevada
$145K +$4.16K +78 +3%
AIC
162
Archer Investment Corporation
Indiana
$143K
PH
163
Pinnacle Holdings
Oklahoma
$135K
AA
164
AlphaMark Advisors
Kentucky
$124K +$16K +300 +15%
SBL
165
Sargent Bickham Lagudis
Colorado
$120K -$18.1K -340 -13%
CAN
166
Cetera Advisor Networks
California
$118K +$115K +2,146 New
CF
167
Centaurus Financial
California
$105K +$101K +1,902 New
WT
168
Whittier Trust
California
$99K -$7.36K -138 -7%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$96K -$17.6K -330 -16%
Franklin Resources
170
Franklin Resources
California
$86K +$80K +1,500 New
FRA
171
Front Row Advisors
California
$79K
TFS
172
TrustCore Financial Services
Tennessee
$74K
AWM
173
AllSquare Wealth Management
New York
$73K
WT
174
Washington Trust
Rhode Island
$67K
IA
175
IFP Advisors
Florida
$64K +$17.6K +330 +39%