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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
151
IHT Wealth Management
Illinois
$320K -$14.4K -200 -4%
CIBC World Market
152
CIBC World Market
Ontario, Canada
$315K -$29.5K -409 -9%
PWLP
153
Prio Wealth Limited Partnership
Massachusetts
$314K -$43.3K -600 -12%
CWP
154
CFM Wealth Partners
Texas
$308K
LL
155
LPWM LLC
Minnesota
$304K -$143K -1,990 -33%
SWA
156
SOA Wealth Advisors
New York
$303K +$1.15K +16 +0.4%
RJT
157
Raymond James Trust
Florida
$302K -$63.7K -884 -18%
AAS
158
Avantax Advisory Services
Texas
$300K +$22.3K +309 +8%
CIA
159
Capital Investment Advisors
Georgia
$298K -$9.45K -131 -3%
TFCP
160
Twin Focus Capital Partners
Massachusetts
$298K
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$297K -$142K -1,968 -33%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$296K
RWA
163
Ropes Wealth Advisors
Massachusetts
$291K
BAM
164
Bellevue Asset Management
Washington
$289K
JSL
165
JT Stratford LLC
Georgia
$285K -$5.77K -80 -2%
BDFN
166
Bond & Devick Financial Network
Minnesota
$283K
MWM
167
Meridian Wealth Management
Kentucky
$281K +$793 +11 +0.3%
BlackRock
168
BlackRock
New York
$281K -$24.4K -339 -8%
PFS
169
Prospera Financial Services
Texas
$280K -$32.7K -453 -11%
TA
170
TFB Advisors
Kansas
$274K +$265K +3,672 New
OC
171
Oppenheimer & Co
New York
$273K
IWC
172
Integrated Wealth Concepts
Massachusetts
$271K -$4.62K -64 -2%
IWA
173
Intercontinental Wealth Advisors
Texas
$269K
TA
174
TrueWealth Advisors
Alabama
$266K -$37.3K -517 -13%
FPCP
175
Fort Point Capital Partners
California
$265K +$2.88K +40 +1%