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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$606K -$786K -6,865 -56%
GS
177
GTS Securities
Florida
$602K +$164K +1,428 +37%
FNBT
178
FineMark National Bank & Trust
Florida
$600K +$44.2K +386 +8%
NC
179
Napatree Capital
Rhode Island
$599K +$111K +972 +22%
RPGK
180
Retirement Planning Group (Kansas)
Kansas
$599K +$241K +2,102 +66%
MWM
181
Modera Wealth Management
New Jersey
$588K
MA
182
Montag & Associates
Georgia
$579K
SIG
183
Sargent Investment Group
Maryland
$579K
RFN
184
Redwood Financial Network
Ohio
$579K +$163K +1,426 +39%
HI
185
Harbour Investments
Wisconsin
$572K +$251K +2,195 +76%
TSWM
186
Tyler-Stone Wealth Management
Ohio
$572K +$1.03K +9 +0.2%
TW
187
TritonPoint Wealth
Maryland
$570K -$916 -8 -0.2%
T
188
Tidemark
California
$569K +$412K +3,600 +250%
VWA
189
Visionary Wealth Advisors
Illinois
$568K
SS
190
Sunbelt Securities
Texas
$565K +$100K +875 +21%
KTA
191
Keeley-Teton Advisors
Illinois
$563K -$169K -1,475 -23%
WCM
192
Whitener Capital Management
North Carolina
$558K +$113K +986 +25%
SCA
193
Southern Capital Advisors
Tennessee
$556K +$564K +4,926 New
PSF
194
Pacific Sun Financial
California
$547K +$573 +5 +0.1%
VFA
195
Valeo Financial Advisors
Indiana
$546K +$15.8K +138 +3%
WWM
196
Western Wealth Management
Colorado
$530K -$125K -1,095 -19%
Lido Advisors
197
Lido Advisors
California
$529K -$93.3K -815 -15%
FPCP
198
Fort Point Capital Partners
California
$526K +$34.9K +305 +7%
GWM
199
GDS Wealth Management
Texas
$525K -$15.2M -132,559 -97%
DADC
200
D.A. Davidson & Co
Montana
$524K +$10.1K +88 +2%