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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Hudock Inc
Pennsylvania
$12K
WIM
177
Westside Investment Management
California
$11.4K
SIA
178
Spruce Investment Advisors
Connecticut
$11K
VIA
179
Vantage Investment Advisors
Pennsylvania
$11K
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$11K +$10.6K +194 New
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$11K +$10.9K +200 New
SQA
182
Simon Quick Advisors
New Jersey
$10K +$9.71K +178 New
AF
183
Allworth Financial
California
$9K
SEI Investments
184
SEI Investments
Pennsylvania
$8K +$6.76K +124 +564%
ClearBridge Investments
185
ClearBridge Investments
New York
$6K +$5.45K +100 New
VCM
186
Vigilant Capital Management
Maine
$5K +$4.8K +88 New
RFM
187
Royal Fund Management
Florida
$4K -$1.31K -24 -24%
CFD
188
Creative Financial Designs
Indiana
$4K
Simplex Trading
189
Simplex Trading
Illinois
$3K -$615K -11,284 -99%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.96K -36 -40%
JWA
191
JFS Wealth Advisors
Pennsylvania
$3K
MCIA
192
Mountain Capital Investment Advisors
Colorado
$3K +$109 +2 +4%
LNWWM
193
Laird Norton Wetherby Wealth Management
California
$3K +$3.27K +60 New
EK
194
Evensky & Katz
Florida
$2K
TFA
195
Transamerica Financial Advisors
Florida
$1K
PAMU
196
Pictet Asset Management (UK)
United Kingdom
-$3.81M -74,000 Closed
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
-$3.52M -64,492 Closed
Two Sigma Investments
198
Two Sigma Investments
New York
-$2.06M -38,400 Closed
Two Sigma Advisers
199
Two Sigma Advisers
New York
-$1.09M -20,200 Closed
11A
200
10-15 Associates
New York
-$776K -14,430 Closed