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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
176
Cutler Group
California
$10K +$10.5K +200 New
AF
177
Allworth Financial
California
$8K – – –
GI
178
Gradient Investments
Minnesota
$7K – – –
WA
179
WFG Advisors
Texas
$7K +$4.5K +86 +165%
BCFS
180
Butensky & Cohen Financial Security
Florida
$6K – – –
OIA
181
OneDigital Investment Advisors
Kansas
$6K +$6.27K +120 New
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$5K -$5.49M -104,948 -100%
RFM
183
Royal Fund Management
Florida
$5K +$1.25K +24 +31%
CFD
184
Creative Financial Designs
Indiana
$4K – – –
VWA
185
V Wealth Advisors
Kansas
$4K +$4.18K +80 New
JWA
186
JFS Wealth Advisors
Pennsylvania
$3K – – –
MCIA
187
Mountain Capital Investment Advisors
Colorado
$3K +$2.72K +52 New
EK
188
Evensky & Katz
Florida
$2K +$105 +2 +5%
TFA
189
Transamerica Financial Advisors
Florida
$1K -$2.43M -46,458 -100%
SEI Investments
190
SEI Investments
Pennsylvania
$1K – – –
NA
191
Navellier & Associates
Nevada
– -$4.78M -91,880 Closed
CCWA
192
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$2.74M -52,592 Closed
IUHSA
193
Itau Unibanco Holding S.A.
Brazil
– -$2.66M -51,192 Closed
PFA
194
Pinnacle Family Advisors
Missouri
– -$852K -16,380 Closed
AAM
195
Aberdeen Asset Management
United Kingdom
– -$621K -12,006 Closed
TSS
196
Two Sigma Securities
New York
– -$598K -11,496 Closed
VKH
197
Virtu KCG Holdings
New York
– -$527K -10,130 Closed
Jane Street
198
Jane Street
New York
– -$501K -9,626 Closed
BFG
199
Barber Financial Group
Kansas
– -$474K -9,118 Closed
CAM
200
Concorde Asset Management
Michigan
– -$455K -8,738 Closed