We are live on ! Find out more
IYF icon

iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
176
Bond & Devick Financial Network
Minnesota
$317K -$26.5K -330 -8%
RWA
177
Ropes Wealth Advisors
Massachusetts
$316K
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$309K +$89.1K +1,108 +41%
IWA
179
Intercontinental Wealth Advisors
Texas
$303K
CAM
180
Carret Asset Management
New York
$301K +$65.5K +815 +28%
F
181
F3Logic
Minnesota
$301K +$80.5K +1,002 +37%
CCA
182
Clearwater Capital Advisors
Illinois
$300K
GH
183
GAM Holding
Switzerland
$300K
FPGK
184
Financial Partners Group (Kansas)
Kansas
$300K +$297K +3,701 New
CL
185
CPWM LLC
Washington
$299K +$80 +1 +0%
TNBTD
186
Trustmark National Bank Trust Department
Mississippi
$295K -$26.4K -329 -8%
Prudential Financial
187
Prudential Financial
New Jersey
$291K +$289K +3,592 New
SCA
188
Snowden Capital Advisors
New York
$286K +$283K +3,526 New
RFM
189
Royal Fund Management
Florida
$285K +$283K +3,523 New
MWM
190
Meridian Wealth Management
Kentucky
$279K +$34.9K +434 +14%
NP
191
NorthRock Partners
Minnesota
$275K
JSL
192
JT Stratford LLC
Georgia
$266K +$264K +3,279 New
FWCM
193
Ferguson Wellman Capital Management
Oregon
$259K
WTC
194
WhitTier Trust Company
Nevada
$259K
OPS
195
Orion Portfolio Solutions
Nebraska
$258K +$38.2K +475 +18%
OC
196
Oppenheimer & Co
New York
$257K
CIC
197
Carnegie Investment Counsel
Ohio
$252K
GC
198
Giverny Capital
Quebec, Canada
$252K
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$247K
IA
200
IFP Advisors
Florida
$245K +$97.3K +1,211 +67%