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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Meridian Wealth Management
Kentucky
$268K -$538 -7 -0.2%
AAS
177
Avantax Advisory Services
Texas
$264K -$69.9K -909 -20%
IWC
178
Integrated Wealth Concepts
Massachusetts
$263K -$67K -871 -19%
CF
179
Centaurus Financial
California
$262K +$283K +3,679 New
DADC
180
D.A. Davidson & Co
Montana
$261K -$15.1K -196 -5%
FWCM
181
Ferguson Wellman Capital Management
Oregon
$260K -$690K -8,975 -71%
OC
182
Oppenheimer & Co
New York
$260K
CWM
183
Concentrum Wealth Management
California
$259K +$308 +4 +0.1%
IWA
184
Intercontinental Wealth Advisors
Texas
$256K
NP
185
NorthRock Partners
Minnesota
$253K
FPCP
186
Fort Point Capital Partners
California
$250K +$14.2K +185 +6%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$246K -$44.2K -575 -14%
CAM
188
Carret Asset Management
New York
$244K -$7.69K -100 -3%
FFN
189
Focus Financial Network
Minnesota
$243K -$52K -676 -17%
HWA
190
HCR Wealth Advisors
California
$241K -$21.8K -284 -8%
CAG
191
Csenge Advisory Group
Florida
$236K -$3.85K -50 -1%
BAM
192
Belpointe Asset Management
Nevada
$235K +$43.8K +570 +21%
WHC
193
Wulff, Hansen & Co
California
$234K
EDRH
194
Edmond de Rothschild Holding
Switzerland
$230K -$249K -3,240 -50%
VPP
195
Vertex Planning Partners
Illinois
$228K +$3.85K +50 +2%
WTC
196
WhitTier Trust Company
Nevada
$228K
STA
197
Summit Trail Advisors
New York
$223K +$241K +3,134 New
JIP
198
Jaffetilchin Investment Partners
Florida
$221K
CS
199
Comerica Securities
Michigan
$216K -$30K -390 -11%
VA
200
Valmark Advisers
Ohio
$214K +$231K +3,007 New