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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
201
Wealth Management Associates
New Jersey
$236K +$234K +2,912 New
AWM
202
Altavista Wealth Management
North Carolina
$236K
YIA
203
YHB Investment Advisors
Connecticut
$236K
NEWAS
204
N.E.W. Advisory Services
Wisconsin
$235K
V
205
Veritable
Delaware
$232K
RIA
206
Regal Investment Advisors
Michigan
$232K +$230K +2,860 New
WA
207
WP Advisors
California
$227K -$15.8K -196 -7%
SMC
208
Smith, Moore & Co
Missouri
$224K +$222K +2,767 New
CS
209
Credit Suisse
Switzerland
$222K -$1.96M -24,354 -90%
SFSIG
210
San Francisco Sentry Investment Group
California
$220K
AB
211
Atlas Brown
Kentucky
$218K
EH
212
Equitable Holdings
New York
$213K +$211K +2,631 New
Northern Trust
213
Northern Trust
Illinois
$211K +$210K +2,608 New
LWP
214
Legacy Wealth Planning
Nevada
$209K
IWC
215
Integrated Wealth Concepts
Massachusetts
$205K +$203K +2,526 New
PFA
216
Pettinga Financial Advisors
Indiana
$201K +$199K +2,475 New
DY
217
Dowling & Yahnke
California
$200K +$199K +2,470 New
PH
218
Pinnacle Holdings
Oklahoma
$199K
ASN
219
Advisory Services Network
Georgia
$198K -$101K -1,254 -34%
BAM
220
Belpointe Asset Management
Nevada
$190K -$6.91K -86 -4%
AP
221
Advisors Preferred
Maryland
$186K +$183K +2,276 New
AA
222
AlphaMark Advisors
Kentucky
$170K -$40.2K -500 -19%
HI
223
Harbour Investments
Wisconsin
$164K -$97.9K -1,218 -38%
SWM
224
Spire Wealth Management
Virginia
$152K -$1.94M -24,151 -93%
CFGS
225
Concourse Financial Group Securities
Alabama
$151K -$2.09K -26 -1%