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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$61K +$14K +230 +28%
PMFA
177
Plante Moran Financial Advisors
Michigan
$59K
PCG
178
Private Capital Group
Connecticut
$59K
RFA
179
Reilly Financial Advisors
California
$59K
SSB
180
Sandy Spring Bank
Maryland
$56K
US Bancorp
181
US Bancorp
Minnesota
$48K
HFP
182
Holistic Financial Partners
Indiana
$47K
RIA
183
RPG Investment Advisory
California
$40K
LFG
184
LifePlan Financial Group
Ohio
$38K +$39.2K +646 New
PCFFS
185
Pacific Center for Financial Services
California
$35K
SFG
186
SevenBridge Financial Group
Pennsylvania
$35K
NSIM
187
North Star Investment Management
Illinois
$31K
MWM
188
MinichMacGregor Wealth Management
New York
$30K
TDC
189
Thompson Davis & Co
Virginia
$29K
ASN
190
Advisory Services Network
Georgia
$26K
BWP
191
Baldwin Wealth Partners
Massachusetts
$24K
UBS AM
192
UBS AM
Illinois
$23.6K +$24.3K +400 New
AWM
193
Aevitas Wealth Management
Massachusetts
$23K
FHA
194
First Horizon Advisors
Tennessee
$23K
PG
195
Patten Group
Tennessee
$22K
WDL
196
Well Done LLC
Michigan
$22K +$22.2K +366 New
FGC
197
Financial Gravity Companies
Texas
$21K
FGAM
198
Financial Gravity Asset Management
Texas
$21K +$21.8K +360 New
BAM
199
Barrett Asset Management
New York
$19K
RFWA
200
RPg Family Wealth Advisory
Massachusetts
$15.1K