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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
176
Gryphon Financial Partners
Ohio
$434K
SFPG
177
Stonebridge Financial Planning Group
Florida
$431K -$30.7K -345 -7%
CAM
178
Creekmur Asset Management
Illinois
$421K -$4.45K -50 -1%
CW
179
CreativeOne Wealth
Kansas
$415K +$387K +4,340 New
FNBT
180
FineMark National Bank & Trust
Florida
$413K +$151K +1,696 +65%
AWS
181
Atria Wealth Solutions
New York
$411K +$382K +4,294 New
IW
182
Imprint Wealth
South Carolina
$407K +$381K +4,281 New
KNW
183
Kesler Norman & Wride
Utah
$405K +$105K +1,177 +38%
SPIA
184
Steward Partners Investment Advisory
New York
$402K -$43.6K -489 -10%
PWLP
185
Prio Wealth Limited Partnership
Massachusetts
$402K
CFS
186
Commonwealth Financial Services
West Virginia
$397K
AWM
187
Apollon Wealth Management
South Carolina
$397K +$370K +4,149 New
CWP
188
CFM Wealth Partners
Texas
$394K
SWA
189
SOA Wealth Advisors
New York
$394K +$1.16K +13 +0.3%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$385K +$17.1K +192 +5%
SS
191
Sunbelt Securities
Texas
$384K -$4.45K -50 -1%
BlackRock
192
BlackRock
New York
$381K +$19.6K +220 +6%
HWA
193
HCR Wealth Advisors
California
$376K
LFAS
194
Level Four Advisory Services
Texas
$374K
RWP
195
RWA Wealth Partners
Massachusetts
$373K
ES
196
Eagle Strategies
New York
$367K +$342K +3,835 New
LL
197
LPWM LLC
Minnesota
$365K
BDFN
198
Bond & Devick Financial Network
Minnesota
$363K
WCM
199
Whitener Capital Management
North Carolina
$361K +$40K +449 +14%
DI
200
DAGCO Inc
Ohio
$359K +$334K +3,750 New