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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Creekmur Asset Management
Illinois
$459K +$401 +4 +0.1%
RFA
202
Rollins Financial Advisors
New York
$445K +$201 +2 +0%
M&T Bank
203
M&T Bank
New York
$443K
FPCP
204
Fort Point Capital Partners
California
$443K +$79.3K +791 +23%
GFP
205
Gryphon Financial Partners
Ohio
$443K -$28.1K -280 -6%
SPIA
206
Steward Partners Investment Advisory
New York
$434K +$100 +1 +0%
HWA
207
HCR Wealth Advisors
California
$429K +$19.6K +195 +5%
CWP
208
CFM Wealth Partners
Texas
$428K
SWA
209
SOA Wealth Advisors
New York
$427K -$1.91K -19 -0.5%
PWLP
210
Prio Wealth Limited Partnership
Massachusetts
$427K
SS
211
Sunbelt Securities
Texas
$421K +$3.91K +39 +1%
SA
212
SpiderRock Advisors
Delaware
$414K +$69K +688 +21%
DADC
213
D.A. Davidson & Co
Montana
$411K +$29.9K +298 +8%
RWP
214
RWA Wealth Partners
Massachusetts
$405K
LL
215
LPWM LLC
Minnesota
$405K
DI
216
DAGCO Inc
Ohio
$401K
WCM
217
Whitener Capital Management
North Carolina
$394K -$44.4K -443 -10%
BDFN
218
Bond & Devick Financial Network
Minnesota
$394K
CIA
219
Capital Investment Advisors
Georgia
$392K +$301 +3 +0.1%
VA
220
Valmark Advisers
Ohio
$387K +$89.7K +894 +32%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$386K +$3.41K +34 +0.9%
VFA
222
Valeo Financial Advisors
Indiana
$386K +$372K +3,714 New
OC
223
Oppenheimer & Co
New York
$379K
STA
224
Summit Trail Advisors
New York
$376K
NP
225
NorthRock Partners
Minnesota
$369K