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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
151
Bond & Devick Financial Network
Minnesota
$317K +$19.1K +269 +7%
RWA
152
Ropes Wealth Advisors
Massachusetts
$315K
FMC
153
First Merchants Corp
Indiana
$309K
CWP
154
CFM Wealth Partners
Texas
$309K +$293K +4,122 New
PIN
155
Prudent Investors Network
California
$308K +$23.5K +330 +9%
CIA
156
Capital Investment Advisors
Georgia
$306K +$20K +282 +7%
GFP
157
Gryphon Financial Partners
Ohio
$303K +$21.5K +303 +8%
SWA
158
SOA Wealth Advisors
New York
$300K
TFCP
159
Twin Focus Capital Partners
Massachusetts
$299K
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$298K -$84.5K -1,188 -23%
IWA
161
Intercontinental Wealth Advisors
Texas
$280K
CCA
162
Clearwater Capital Advisors
Illinois
$277K -$8.6K -121 -3%
ASN
163
Advisory Services Network
Georgia
$277K +$215K +3,019 +445%
GH
164
GAM Holding
Switzerland
$277K +$259K +3,640 +5,515%
CL
165
CPWM LLC
Washington
$276K
SS
166
Sunbelt Securities
Texas
$263K +$26.3K +370 +12%
MAFM
167
Mid Atlantic Financial Management
Pennsylvania
$258K +$245K +3,447 New
NP
168
NorthRock Partners
Minnesota
$254K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$247K
HI
170
Harbour Investments
Wisconsin
$243K +$231K +3,246 New
WTC
171
WhitTier Trust Company
Nevada
$240K +$21.3K +300 +10%
FWCM
172
Ferguson Wellman Capital Management
Oregon
$239K -$107K -1,500 -32%
CAG
173
Csenge Advisory Group
Florida
$238K -$29.9K -420 -12%
OC
174
Oppenheimer & Co
New York
$237K
CIC
175
Carnegie Investment Counsel
Ohio
$233K