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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
176
Bigelow Investment Advisors
Maine
$678K
EAM
177
Empirical Asset Management
Massachusetts
$674K -$50.6K -454 -7%
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$663K
TFM
179
Trademark Financial Management
Minnesota
$655K +$95.8K +860 +17%
CW
180
CreativeOne Wealth
Kansas
$648K +$66.7K +599 +11%
AAS
181
Avantax Advisory Services
Texas
$647K +$142K +1,275 +28%
WWM
182
Western Wealth Management
Colorado
$640K +$645K +5,791 New
NA
183
Navellier & Associates
Nevada
$640K +$645K +5,788 New
CAG
184
Csenge Advisory Group
Florida
$640K +$280K +2,512 +77%
AIM
185
Acropolis Investment Management
Missouri
$635K
BIA
186
Biondo Investment Advisors
Pennsylvania
$614K +$70.2K +630 +13%
LWM
187
Laidlaw Wealth Management
New York
$612K -$11.4K -102 -2%
SIM
188
Stratos Investment Management
Ohio
$610K +$27.5K +247 +5%
Lido Advisors
189
Lido Advisors
California
$608K +$445 +4 +0.1%
SB
190
Simmons Bank
Arkansas
$597K
DFG
191
Delta Financial Group
New Jersey
$596K +$600K +5,392 New
AHC
192
Adell Harriman & Carpenter
Texas
$592K -$11.1K -100 -2%
Citigroup
193
Citigroup
New York
$590K -$55.1K -495 -8%
MWM
194
Modera Wealth Management
New Jersey
$576K
MA
195
Montag & Associates
Georgia
$567K -$120K -1,081 -17%
SIG
196
Sargent Investment Group
Maryland
$561K +$571K +5,130 New
TSWM
197
Tyler-Stone Wealth Management
Ohio
$560K +$1.34K +12 +0.2%
TW
198
TritonPoint Wealth
Maryland
$559K -$22.5K -202 -4%
VWA
199
Visionary Wealth Advisors
Illinois
$556K -$109K -977 -16%
FNBT
200
FineMark National Bank & Trust
Florida
$546K