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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
176
Bigelow Investment Advisors
Maine
$686K -$9.31K -75 -1%
CVA
177
Central Valley Advisors
California
$672K +$124 +1 +0%
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$663K
GWM
179
GDS Wealth Management
Texas
$661K +$38.2K +308 +6%
SIG
180
Sargent Investment Group
Maryland
$654K
CWM
181
Connecticut Wealth Management
Connecticut
$642K -$25.6K -206 -4%
VWA
182
Visionary Wealth Advisors
Illinois
$642K
SIM
183
Samara Investment Management
Oregon
$638K +$58.7K +473 +10%
BlackRock
184
BlackRock
New York
$638K +$224K +1,805 +56%
LOWM
185
Laurel Oak Wealth Management
New Jersey
$637K -$107K -865 -15%
KWA
186
Kingswood Wealth Advisors
California
$632K -$77.7K -626 -11%
MA
187
Montag & Associates
Georgia
$631K -$15.4K -124 -2%
BFS
188
Bradley Foster & Sargent
Connecticut
$625K -$3.1K -25 -0.5%
PSF
189
Pacific Sun Financial
California
$619K +$4.97K +40 +0.8%
SB
190
Simmons Bank
Arkansas
$618K
TWM
191
Triton Wealth Management
Arizona
$616K -$26.8K -216 -4%
GT
192
Glenview Trust
Kentucky
$614K -$283K -2,282 -32%
CCA
193
Cadent Capital Advisors
Oklahoma
$612K +$596K +4,800 New
Lido Advisors
194
Lido Advisors
California
$611K -$234K -1,884 -28%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$596K -$113K -914 -16%
NA
196
Navellier & Associates
Nevada
$579K +$563K +4,538 New
CFS
197
Commonwealth Financial Services
West Virginia
$569K +$124 +1 +0%
XT
198
XTX Topco
Cayman Islands
$565K +$110K +888 +25%
M&T Bank
199
M&T Bank
New York
$544K
LI
200
LRI Investments
Florida
$538K -$15.6K -126 -3%