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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
176
Jaffetilchin Investment Partners
Florida
$233K
GC
177
Giverny Capital
Quebec, Canada
$233K +$221K +3,110 New
YIA
178
YHB Investment Advisors
Connecticut
$228K +$207K +2,910 New
WA
179
WP Advisors
California
$225K
MWM
180
Meridian Wealth Management
Kentucky
$225K +$214K +3,003 New
NEWAS
181
N.E.W. Advisory Services
Wisconsin
$222K +$207K +2,912 New
AIC
182
Archer Investment Corporation
Indiana
$222K +$25.6K +360 +14%
AWM
183
Altavista Wealth Management
North Carolina
$218K +$207K +2,910 New
CAM
184
Carret Asset Management
New York
$217K +$206K +2,900 New
V
185
Veritable
Delaware
$214K +$203K +2,860 New
CF
186
Centaurus Financial
California
$209K +$31.8K +447 +19%
CA
187
Cetera Advisors
Colorado
$208K +$197K +2,772 New
RJT
188
Raymond James Trust
Florida
$205K +$194K +2,735 New
SFSIG
189
San Francisco Sentry Investment Group
California
$204K
PIMG
190
Patriot Investment Management Group
Tennessee
$204K +$195K +2,738 New
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$203K +$193K +2,710 New
OPS
192
Orion Portfolio Solutions
Nebraska
$203K +$193K +2,712 New
AB
193
Atlas Brown
Kentucky
$202K +$192K +2,694 New
F
194
F3Logic
Minnesota
$202K +$193K +2,712 New
AA
195
AlphaMark Advisors
Kentucky
$195K +$14.2K +200 +8%
LWP
196
Legacy Wealth Planning
Nevada
$193K +$183K +2,576 New
PH
197
Pinnacle Holdings
Oklahoma
$184K
BAM
198
Belpointe Asset Management
Nevada
$182K +$427 +6 +0.2%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$172K -$106K -1,496 -39%
CFA
200
Carroll Financial Associates
North Carolina
$164K +$156K +2,194 New