We are live on ! Find out more
IYF icon

iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
201
Lumature Wealth Partners
Georgia
$51K +$46.9K +760 New
MIM
202
MTM Investment Management
South Carolina
$51K +$47.5K +770 New
MAWCM
203
Mine & Arao Wealth Creation & Management
California
$48K +$123 +2 +0.3%
ASN
204
Advisory Services Network
Georgia
$45K -$121K -1,964 -74%
NFG
205
Next Financial Group
Texas
$44K
CAAS
206
Capital Asset Advisory Services
Michigan
$41K +$7.78K +126 +26%
HCP
207
Hexagon Capital Partners
Arkansas
$40K
RIM
208
Rockbridge Investment Management
New York
$40K
PCA
209
Providence Capital Advisors
North Carolina
$40K +$37.3K +604 New
PCFFS
210
Pacific Center for Financial Services
California
$39K
FHA
211
First Horizon Advisors
Tennessee
$38K +$62 +1 +0.2%
JPLA
212
Joseph P. Lucia & Associates
New York
$38K +$35.2K +570 New
FPW
213
Flagship Private Wealth
Massachusetts
$36.1K +$34.1K +552 New
LGWM
214
Litman Gregory Wealth Management
California
$34K
US Bancorp
215
US Bancorp
Minnesota
$32K
SWM
216
Sugarloaf Wealth Management
Georgia
$28K
RIA
217
RPG Investment Advisory
California
$27K
GWS
218
Glassman Wealth Services
Virginia
$27K +$24.7K +400 New
FP
219
Financial Perspectives
Minnesota
$26.6K
HWA
220
HCR Wealth Advisors
California
$22K -$16.4K -265 -44%
BAM
221
Barrett Asset Management
New York
$21K
CFFP
222
Center for Financial Planning
Michigan
$21K
BA
223
Ballast Advisors
Minnesota
$20K
NSIM
224
North Star Investment Management
Illinois
$17K
SIM
225
Seaview Investment Managers
Florida
$17K