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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenview Trust
Kentucky
$876K +$226K +2,029 +34%
RSWM
152
Robertson Stephens Wealth Management
California
$848K -$657K -5,899 -43%
HA
153
HFG Advisors
Ohio
$844K
USCWA
154
U.S. Capital Wealth Advisors
Texas
$839K +$845K +7,591 New
YCG
155
Yeomans Consulting Group
Georgia
$835K +$185K +1,665 +28%
AA
156
Ancora Advisors
Ohio
$834K +$1.11K +10 +0.1%
JIC
157
Joel Isaacson & Co
New York
$823K
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$813K
SG
159
StoneX Group
New York
$813K +$819K +7,353 New
GPA
160
Garrison Point Advisors
California
$800K -$16.7K -150 -2%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$794K +$386K +3,463 +93%
HTC
162
Haverford Trust Company
Pennsylvania
$779K
CPIG
163
Chicago Partners Investment Group
Illinois
$764K +$5.01K +45 +0.7%
Northern Trust
164
Northern Trust
Illinois
$754K
SWP
165
Stratos Wealth Partners
Ohio
$727K -$9.58K -86 -1%
HAG
166
HF Advisory Group
Maryland
$725K -$3.79K -34 -0.5%
KTA
167
Keeley-Teton Advisors
Illinois
$714K -$17.8K -160 -2%
WGC
168
Watts Gwilliam & Co
Arizona
$713K -$43.7K -392 -6%
BPA
169
Beacon Pointe Advisors
California
$713K +$176K +1,579 +32%
BRWA
170
B. Riley Wealth Advisors
Florida
$708K -$7.68K -69 -1%
CVA
171
Central Valley Advisors
California
$705K -$111K -993 -13%
FFL
172
Financial Freedom LLC
Ohio
$702K +$101K +905 +17%
WMA
173
Wealth Management Associates
New Jersey
$695K +$22K +198 +3%
MBI
174
May Barnhard Investments
Maryland
$688K +$111 +1 +0%
AWA
175
Arkadios Wealth Advisors
Georgia
$688K +$44.5K +400 +7%