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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
201
North Star Investment Management
Illinois
$14K +$12K +210 +500%
SIM
202
Seaview Investment Managers
Florida
$14K +$14.3K +250 New
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K – – –
PB
204
Pinnacle Bancorp
Nebraska
$12K – – –
JSC
205
Jackson Square Capital
California
$12K +$7.11K +124 +132%
AIM
206
Axiom Investment Management
New York
$11K – – –
JWM
207
Jeppson Wealth Management
California
$11K +$11.5K +200 New
BFEC
208
Benjamin F. Edwards & Company
Missouri
$10K – – –
Bessemer Group
209
Bessemer Group
New Jersey
$10K – – –
HI
210
Hudock Inc
Pennsylvania
$10K – – –
AF
211
Allworth Financial
California
$9K – – –
BW
212
Bison Wealth
Georgia
$9K – – –
CAL
213
Capital Analysts LLC
Pennsylvania
$9K – – –
TFGT
214
TS Financial Group (TSFG)
Illinois
$9K – – –
PCG
215
Private Capital Group
Connecticut
$6K – – –
FHA
216
Flagship Harbor Advisors
Massachusetts
$5K – – –
HIA
217
Harbor Investment Advisory
Maryland
$5K – – –
WCG
218
Weaver Consulting Group
California
$5K +$3.44K +60 +176%
FPFS
219
First Personal Financial Services
North Carolina
$3K – – –
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
RG
221
Retirement Group
California
$3K – – –
CIAS
222
Capital Investment Advisory Services
North Carolina
$2K – – –
AssetMark Inc
223
AssetMark Inc
California
$1K +$1.03K +18 +300%
WIM
224
Westside Investment Management
California
$11 – – –
Manulife (Manufacturers Life Insurance)
225
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$37.2M -645,890 Closed