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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
201
Oppenheimer & Co
New York
$262K
JIP
202
Jaffetilchin Investment Partners
Florida
$257K -$258K -3,108 -50%
CIC
203
Carnegie Investment Counsel
Ohio
$257K
GC
204
Giverny Capital
Quebec, Canada
$257K
DL
205
DOHJ LLC
Washington
$255K +$237K +2,855 New
EH
206
Equitable Holdings
New York
$247K +$30K +361 +14%
AIC
207
Archer Investment Corporation
Indiana
$244K +$246K +2,960 New
AWM
208
Altavista Wealth Management
North Carolina
$240K
YIA
209
YHB Investment Advisors
Connecticut
$240K
RIA
210
Regal Investment Advisors
Michigan
$236K
V
211
Veritable
Delaware
$236K
AIP
212
Almanack Investment Partners
Pennsylvania
$233K +$234K +2,817 New
WA
213
WP Advisors
California
$232K
CCA
214
Clearwater Capital Advisors
Illinois
$231K -$75.1K -905 -24%
SMC
215
Smith, Moore & Co
Missouri
$228K
IWC
216
Integrated Wealth Concepts
Massachusetts
$227K +$18.7K +225 +9%
CS
217
Credit Suisse
Switzerland
$226K
ASN
218
Advisory Services Network
Georgia
$226K +$24.9K +300 +12%
AB
219
Atlas Brown
Kentucky
$222K
Northern Trust
220
Northern Trust
Illinois
$215K
IA
221
IFP Advisors
Florida
$213K -$37.8K -455 -15%
LWP
222
Legacy Wealth Planning
Nevada
$213K
KPWS
223
Kestra Private Wealth Services
Texas
$212K +$213K +2,565 New
KPW
224
Kore Private Wealth
New York
$209K +$210K +2,533 New
NEWAS
225
N.E.W. Advisory Services
Wisconsin
$208K -$32.5K -392 -13%