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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSL
201
JT Stratford LLC
Georgia
$357K +$61K +701 +21%
FMC
202
First Merchants Corp
Indiana
$355K
PSF
203
Pacific Sun Financial
California
$351K +$71K +815 +25%
PIN
204
Prudent Investors Network
California
$348K
TFCP
205
Twin Focus Capital Partners
Massachusetts
$347K
CIA
206
Capital Investment Advisors
Georgia
$341K +$87 +1 +0%
LWM
207
Laidlaw Wealth Management
New York
$341K +$342K +3,930 New
BDFN
208
Bond & Devick Financial Network
Minnesota
$339K
RWA
209
Ropes Wealth Advisors
Massachusetts
$338K
CAM
210
Carret Asset Management
New York
$336K -$4.35K -50 -1%
BWM
211
Bulltick Wealth Management
Florida
$333K +$335K +3,845 New
KCFA
212
Key Client Fiduciary Advisors
New Jersey
$325K +$326K +3,746 New
IWA
213
Intercontinental Wealth Advisors
Texas
$324K
GH
214
GAM Holding
Switzerland
$321K
SCA
215
Snowden Capital Advisors
New York
$320K
CWM
216
Congress Wealth Management
Massachusetts
$310K +$312K +3,584 New
Bank Julius Baer & Co
217
Bank Julius Baer & Co
Switzerland
$307K +$230K +2,640 +293%
Nomura Asset Management
218
Nomura Asset Management
Japan
$300K +$302K +3,462 New
DL
219
DOHJ LLC
Washington
$300K +$52.6K +604 +21%
MWM
220
Mattern Wealth Management
Kansas
$300K +$302K +3,462 New
NP
221
NorthRock Partners
Minnesota
$295K
OPS
222
Orion Portfolio Solutions
Nebraska
$281K -$2.44K -28 -0.9%
MOS
223
MGO One Seven
Ohio
$280K +$281K +3,229 New
FWCM
224
Ferguson Wellman Capital Management
Oregon
$277K
WTC
225
WhitTier Trust Company
Nevada
$277K