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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
151
Sunbelt Securities
Texas
$317K -$17K -220 -5%
PWLP
152
Prio Wealth Limited Partnership
Massachusetts
$315K
LWM
153
Laidlaw Wealth Management
New York
$309K -$333K -4,324 -51%
CWP
154
CFM Wealth Partners
Texas
$308K
SWA
155
SOA Wealth Advisors
New York
$304K
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$303K +$6.47K +84 +2%
TFCP
157
Twin Focus Capital Partners
Massachusetts
$299K
CIA
158
Capital Investment Advisors
Georgia
$294K -$5.09K -66 -2%
KWA
159
Kellett Wealth Advisors
Ohio
$293K +$302K +3,923 New
RWA
160
Ropes Wealth Advisors
Massachusetts
$291K
BAM
161
Bellevue Asset Management
Washington
$289K
AWA
162
Arkadios Wealth Advisors
Georgia
$285K +$67.4K +875 +30%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$284K +$26.1K +339 +10%
BDFN
164
Bond & Devick Financial Network
Minnesota
$283K
BlackRock
165
BlackRock
New York
$281K
RJT
166
Raymond James Trust
Florida
$281K -$22.3K -289 -7%
JSL
167
JT Stratford LLC
Georgia
$277K -$8.48K -110 -3%
Bank of New York Mellon
168
Bank of New York Mellon
New York
$274K +$283K +3,667 New
OC
169
Oppenheimer & Co
New York
$274K
LL
170
LPWM LLC
Minnesota
$270K -$29.3K -380 -9%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$270K -$28.1K -364 -9%
NP
172
NorthRock Partners
Minnesota
$267K +$1.47K +19 +0.5%
FPCP
173
Fort Point Capital Partners
California
$262K -$3.85K -50 -1%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$261K -$906K -11,756 -77%
DADC
175
D.A. Davidson & Co
Montana
$258K -$7.94K -103 -3%