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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
201
Kellett Wealth Advisors
Ohio
$358K -$431K -4,599 -55%
CIA
202
Capital Investment Advisors
Georgia
$357K +$29.6K +316 +9%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$348K -$32.3K -345 -9%
DADC
204
D.A. Davidson & Co
Montana
$346K +$25.7K +274 +8%
OC
205
Oppenheimer & Co
New York
$345K
STA
206
Summit Trail Advisors
New York
$342K +$45.3K +484 +15%
FFN
207
Focus Financial Network
Minnesota
$339K -$2.71K -29 -0.9%
RJT
208
Raymond James Trust
Florida
$337K
NP
209
NorthRock Partners
Minnesota
$336K
FPCP
210
Fort Point Capital Partners
California
$329K
PIN
211
Prudent Investors Network
California
$321K -$6.84K -73 -2%
DWM
212
Dakota Wealth Management
Florida
$314K -$145K -1,550 -32%
FMC
213
First Merchants Corp
Indiana
$312K
SA
214
SpiderRock Advisors
Delaware
$312K
CAG
215
Csenge Advisory Group
Florida
$309K +$749 +8 +0.2%
CAGAS
216
Capital Advisory Group Advisory Services
Minnesota
$308K -$16.4K -175 -5%
EDRH
217
Edmond de Rothschild Holding
Switzerland
$306K
MLIC
218
Mandatum Life Insurance Company
Finland
$304K -$9.55K -102 -3%
VPP
219
Vertex Planning Partners
Illinois
$303K
WTC
220
WhitTier Trust Company
Nevada
$303K
AF
221
Apollon Financial
South Carolina
$301K
SIM
222
Stratos Investment Management
Ohio
$298K +$295K +3,151 New
IWC
223
Integrated Wealth Concepts
Massachusetts
$297K +$20.4K +218 +7%
JIP
224
Jaffetilchin Investment Partners
Florida
$295K +$936 +10 +0.3%
AB
225
Atlas Brown
Kentucky
$291K +$936 +10 +0.3%