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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
176
HCR Wealth Advisors
California
$336K +$306K +3,928 New
CIA
177
Capital Investment Advisors
Georgia
$335K -$1.4K -18 -0.5%
CA
178
CoreCap Advisors
Michigan
$333K -$192K -2,457 -39%
RWP
179
RWA Wealth Partners
Massachusetts
$333K +$304K +3,895 New
IWM
180
IHT Wealth Management
Illinois
$331K -$29.6K -380 -9%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$328K +$3.12K +40 +1%
AWA
182
Arkadios Wealth Advisors
Georgia
$324K -$858 -11 -0.3%
BDFN
183
Bond & Devick Financial Network
Minnesota
$324K
JSL
184
JT Stratford LLC
Georgia
$324K +$6.32K +81 +2%
MWM
185
Meridian Wealth Management
Kentucky
$323K -$294K -3,769 -50%
BlackRock
186
BlackRock
New York
$321K
AAS
187
Avantax Advisory Services
Texas
$321K +$29.5K +378 +11%
OC
188
Oppenheimer & Co
New York
$313K
RJT
189
Raymond James Trust
Florida
$311K -$8.89K -114 -3%
VAFP
190
Vahanian & Associates Financial Planning
New York
$306K -$168K -2,150 -37%
NP
191
NorthRock Partners
Minnesota
$303K -$1.48K -19 -0.5%
FPCP
192
Fort Point Capital Partners
California
$299K
BAM
193
Bellevue Asset Management
Washington
$299K -$29.2K -374 -10%
TA
194
TFB Advisors
Kansas
$297K +$271K +3,472 New
GS
195
GTS Securities
Florida
$294K +$268K +3,441 New
DADC
196
D.A. Davidson & Co
Montana
$291K -$2.96K -38 -1%
TW
197
TritonPoint Wealth
Maryland
$291K +$266K +3,406 New
FFN
198
Focus Financial Network
Minnesota
$288K +$1.79K +23 +0.7%
AR
199
Apeiron RIA
Texas
$288K +$26.8K +344 +11%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$285K +$261K +3,342 New