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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
201
Robertson Stephens Wealth Management
California
$732K -$65.9K -533 -8%
AQR Capital Management
202
AQR Capital Management
Connecticut
$731K -$61.3K -496 -8%
MWM
203
Meridian Wealth Management
Kentucky
$728K +$618 +5 +0.1%
BIA
204
Bigelow Investment Advisors
Maine
$723K -$3.09K -25 -0.4%
CWM
205
Connecticut Wealth Management
Connecticut
$712K +$695K +5,622 New
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$694K -$4.7K -38 -0.7%
BFS
207
Bradley Foster & Sargent
Connecticut
$676K
GT
208
Glenview Trust
Kentucky
$674K
SOS
209
Silver Oak Securities
Tennessee
$672K +$113K +917 +21%
SB
210
Simmons Bank
Arkansas
$668K
MWM
211
Modera Wealth Management
New Jersey
$663K
BPA
212
Beacon Pointe Advisors
California
$658K -$450K -3,635 -41%
WGC
213
Watts Gwilliam & Co
Arizona
$653K +$247 +2 +0%
MA
214
Montag & Associates
Georgia
$642K -$7.54K -61 -1%
RFN
215
Redwood Financial Network
Ohio
$641K -$20.7K -167 -3%
VWA
216
Visionary Wealth Advisors
Illinois
$637K
CFP
217
Cascade Financial Partners
California
$633K
P
218
&Partners
Tennessee
$632K -$14.6K -118 -2%
APA
219
Astoria Portfolio Advisors
New York
$630K +$624K +5,041 New
FNBT
220
FineMark National Bank & Trust
Florida
$625K
DADC
221
D.A. Davidson & Co
Montana
$624K +$17.6K +142 +3%
SCA
222
Southern Capital Advisors
Tennessee
$622K +$6.68K +54 +1%
LL
223
LPWM LLC
Minnesota
$606K +$51.8K +419 +10%
GWM
224
GDS Wealth Management
Texas
$589K -$29.7K -240 -5%
RPGK
225
Retirement Planning Group (Kansas)
Kansas
$583K +$209K +1,693 +58%