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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
151
Sargent Investment Group
Maryland
$423K
EAM
152
Evanson Asset Management
California
$422K
CW
153
CreativeOne Wealth
Kansas
$420K -$63.3K -763 -13%
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$417K
RJT
155
Raymond James Trust
Florida
$415K +$32.5K +392 +8%
OAM
156
Occidental Asset Management
California
$413K -$96.1K -1,158 -19%
BAM
157
Bellevue Asset Management
Washington
$411K -$21.3K -256 -5%
BPA
158
Beacon Pointe Advisors
California
$411K -$12K -144 -3%
DADC
159
D.A. Davidson & Co
Montana
$410K
IWM
160
IHT Wealth Management
Illinois
$408K -$1.89M -22,766 -82%
WWM
161
WJ Wealth Management
Arizona
$400K -$42.6K -513 -10%
MLIC
162
Mandatum Life Insurance Company
Finland
$396K
PWLP
163
Prio Wealth Limited Partnership
Massachusetts
$396K
CCFM
164
Clear Creek Financial Management
Washington
$393K +$396K +4,765 New
VC
165
Vicus Capital
Pennsylvania
$389K +$1.25K +15 +0.3%
NA
166
Navellier & Associates
Nevada
$379K -$214K -2,578 -36%
M&T Bank
167
M&T Bank
New York
$376K -$21.6K -260 -5%
MAFM
168
Mid Atlantic Financial Management
Pennsylvania
$375K -$6.64K -80 -2%
SWA
169
SOA Wealth Advisors
New York
$362K +$22.4K +270 +7%
CL
170
CPWM LLC
Washington
$362K +$57.6K +694 +19%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$350K -$6.23K -75 -2%
WMA
172
Wealth Management Associates
New Jersey
$348K +$108K +1,304 +45%
RE
173
RBC Europe
United Kingdom
$346K
CWP
174
CFM Wealth Partners
Texas
$340K
FMC
175
First Merchants Corp
Indiana
$338K