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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$696K -$31K -250 -4%
LOWM
177
Laurel Oak Wealth Management
New Jersey
$690K +$40.8K +329 +6%
CCA
178
Cottonwood Capital Advisors
Utah
$684K +$721K +5,809 New
RSWM
179
Robertson Stephens Wealth Management
California
$682K +$869 +7 +0.1%
TSS
180
Two Sigma Securities
New York
$679K +$716K +5,771 New
IFG
181
Independent Financial Group
California
$671K -$122K -986 -15%
Renaissance Technologies
182
Renaissance Technologies
New York
$671K -$1.24M -10,000 -64%
GIA
183
Gladstone Institutional Advisory
Florida
$670K -$463K -3,731 -40%
MWM
184
Meridian Wealth Management
Kentucky
$658K -$63.4K -511 -8%
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$658K -$2.97M -23,947 -81%
KWA
186
Kingswood Wealth Advisors
California
$657K +$693K +5,586 New
SCA
187
Southern Capital Advisors
Tennessee
$649K +$32.1K +259 +5%
IF
188
Ironwood Financial
Arizona
$647K -$20.4K -164 -3%
BIA
189
Bigelow Investment Advisors
Maine
$641K -$32.3K -260 -5%
RPGK
190
Retirement Planning Group (Kansas)
Kansas
$641K +$98.4K +793 +17%
CW
191
CreativeOne Wealth
Kansas
$635K -$66.8K -538 -9%
RFN
192
Redwood Financial Network
Ohio
$633K -$41.5K -334 -6%
CVA
193
Central Valley Advisors
California
$620K +$113K +911 +21%
CWM
194
Connecticut Wealth Management
Connecticut
$617K +$2.85K +23 +0.4%
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$612K -$4.59K -37 -0.7%
FAM
196
Forte Asset Management
New York
$610K -$2.95M -23,758 -82%
MWM
197
Modera Wealth Management
New Jersey
$607K
SIG
198
Sargent Investment Group
Maryland
$604K
MA
199
Montag & Associates
Georgia
$597K
FFA
200
Farther Finance Advisors
California
$592K +$265K +2,139 +74%