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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
176
Pacific Sun Financial
California
$458K -$39.3K -420 -8%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$449K -$3.04M -32,436 -87%
AWS
178
Atria Wealth Solutions
New York
$441K +$34.8K +372 +9%
AAS
179
Avantax Advisory Services
Texas
$433K -$1.31K -14 -0.3%
DAS
180
Dynamic Advisor Solutions
Arizona
$432K +$116K +1,236 +37%
GFP
181
Gryphon Financial Partners
Ohio
$429K
CFS
182
Commonwealth Financial Services
West Virginia
$423K -$18.9K -202 -4%
SFPG
183
Stonebridge Financial Planning Group
Florida
$420K -$6.18K -66 -1%
CAM
184
Creekmur Asset Management
Illinois
$417K +$281 +3 +0.1%
RFA
185
Rollins Financial Advisors
New York
$405K -$28.1K -300 -7%
M&T Bank
186
M&T Bank
New York
$404K +$400K +4,268 New
WCM
187
Whitener Capital Management
North Carolina
$401K +$43.5K +465 +12%
COCM
188
Charter Oak Capital Management
New Hampshire
$399K -$52.3K -558 -12%
SPIA
189
Steward Partners Investment Advisory
New York
$395K -$3K -32 -0.8%
KNW
190
Kesler Norman & Wride
Utah
$394K -$6.65K -71 -2%
SWA
191
SOA Wealth Advisors
New York
$390K +$1.31K +14 +0.3%
CWP
192
CFM Wealth Partners
Texas
$390K
PWLP
193
Prio Wealth Limited Partnership
Massachusetts
$389K -$9.08K -97 -2%
SS
194
Sunbelt Securities
Texas
$380K
BlackRock
195
BlackRock
New York
$376K
LL
196
LPWM LLC
Minnesota
$375K
HWA
197
HCR Wealth Advisors
California
$372K +$94 +1 +0%
RWP
198
RWA Wealth Partners
Massachusetts
$368K
DI
199
DAGCO Inc
Ohio
$365K +$9.93K +106 +3%
BDFN
200
Bond & Devick Financial Network
Minnesota
$358K