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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
201
UBS AM
Illinois
$23.4K – – –
AWM
202
Aevitas Wealth Management
Massachusetts
$23K – – –
FHA
203
First Horizon Advisors
Tennessee
$23K – – –
FGAM
204
Financial Gravity Asset Management
Texas
$22K – – –
PG
205
Patten Group
Tennessee
$22K – – –
BAM
206
Barrett Asset Management
New York
$19K – – –
FIA
207
FNY Investment Advisers
New York
$15K +$16.1K +270 New
RE
208
RBC Europe
United Kingdom
$14.1K – – –
RFM
209
Royal Fund Management
Florida
$14K – – –
HI
210
Hudock Inc
Pennsylvania
$13K – – –
QCIG
211
Quad-Cities Investment Group
Iowa
$12K +$11.9K +200 New
B
212
Bridgeworth
Alabama
$12K +$12.7K +214 New
WIM
213
Westside Investment Management
California
$11.8K – – –
VIA
214
Vantage Investment Advisors
Pennsylvania
$11K – – –
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$9.38K +$9.52K +160 New
AF
216
Allworth Financial
California
$9K – – –
SEI Investments
217
SEI Investments
Pennsylvania
$9K – – –
GI
218
Gradient Investments
Minnesota
$7K – – –
OIA
219
OneDigital Investment Advisors
Kansas
$7K – – –
SWP
220
Strategic Wealth Partners
Ohio
$7K – – –
RCAG
221
Rehmann Capital Advisory Group
Michigan
$5.53K – – –
RWA
222
Ropes Wealth Advisors
Massachusetts
$4K – – –
JWA
223
JFS Wealth Advisors
Pennsylvania
$3K – – –
IAS
224
IMA Advisory Services
Colorado
$3K +$3.21K +54 New
EK
225
Evensky & Katz
Florida
$2K – – –