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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$709K +$71.8K +574 +12%
SB
202
Simmons Bank
Arkansas
$680K
SCA
203
Southern Capital Advisors
Tennessee
$678K +$43.4K +347 +7%
BPA
204
Beacon Pointe Advisors
California
$676K +$6.63K +53 +1%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$675K -$30K -240 -4%
CWM
206
Connecticut Wealth Management
Connecticut
$673K -$50.2K -401 -7%
MWM
207
Modera Wealth Management
New Jersey
$665K -$9.88K -79 -2%
SIG
208
Sargent Investment Group
Maryland
$661K +$642K +5,130 New
MA
209
Montag & Associates
Georgia
$654K
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$650K -$1.52M -12,188 -71%
VWA
211
Visionary Wealth Advisors
Illinois
$649K
KNW
212
Kesler Norman & Wride
Utah
$647K -$639K -5,110 -50%
TW
213
Traveka Wealth
California
$646K +$627K +5,011 New
CFP
214
Cascade Financial Partners
California
$644K
FNBT
215
FineMark National Bank & Trust
Florida
$636K
BFS
216
Bradley Foster & Sargent
Connecticut
$635K -$51K -408 -8%
LL
217
LPWM LLC
Minnesota
$628K +$10.8K +86 +2%
IAS
218
Insigneo Advisory Services
Florida
$623K +$204K +1,631 +51%
WA
219
WESPAC Advisors
California
$602K -$936K -7,483 -62%
RPGK
220
Retirement Planning Group (Kansas)
Kansas
$600K +$6.88K +55 +1%
TWM
221
Triton Wealth Management
Arizona
$600K +$72.7K +581 +14%
GWM
222
GDS Wealth Management
Texas
$595K -$4K -32 -0.7%
PSF
223
Pacific Sun Financial
California
$578K +$1.75K +14 +0.3%
CFS
224
Commonwealth Financial Services
West Virginia
$575K +$250 +2 +0%
First Trust Advisors
225
First Trust Advisors
Illinois
$563K +$164K +1,311 +43%