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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CVA
176
Central Valley Advisors
California
$672K +$124 +1 +0%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$663K – – –
GWM
178
GDS Wealth Management
Texas
$661K +$38.2K +308 +6%
SIG
179
Sargent Investment Group
Maryland
$654K – – –
CWM
180
Connecticut Wealth Management
Connecticut
$642K -$25.6K -206 -4%
VWA
181
Visionary Wealth Advisors
Illinois
$642K – – –
SIM
182
Samara Investment Management
Oregon
$638K +$58.7K +473 +10%
BlackRock
183
BlackRock
New York
$638K +$224K +1,805 +56%
LOWM
184
Laurel Oak Wealth Management
New Jersey
$637K -$107K -865 -15%
KWA
185
Kingswood Wealth Advisors
California
$632K -$77.7K -626 -11%
MA
186
Montag & Associates
Georgia
$631K -$15.4K -124 -2%
BFS
187
Bradley Foster & Sargent
Connecticut
$625K -$3.1K -25 -0.5%
PSF
188
Pacific Sun Financial
California
$619K +$4.97K +40 +0.8%
SB
189
Simmons Bank
Arkansas
$618K – – –
TWM
190
Triton Wealth Management
Arizona
$616K -$26.8K -216 -4%
GT
191
Glenview Trust
Kentucky
$614K -$283K -2,282 -32%
CCA
192
Cadent Capital Advisors
Oklahoma
$612K +$596K +4,800 New
Lido Advisors
193
Lido Advisors
California
$611K -$234K -1,884 -28%
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$596K -$113K -914 -16%
NA
195
Navellier & Associates
Nevada
$579K +$563K +4,538 New
CFS
196
Commonwealth Financial Services
West Virginia
$569K +$124 +1 +0%
XT
197
XTX Topco
Cayman Islands
$565K +$110K +888 +25%
M&T Bank
198
M&T Bank
New York
$544K – – –
LI
199
LRI Investments
Florida
$538K -$15.6K -126 -3%
DAS
200
Daybright Advisory Services
Florida
$534K +$66.2K +533 +16%