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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
201
Visionary Wealth Advisors
Illinois
$592K
TWM
202
Triton Wealth Management
Arizona
$582K +$22.6K +182 +4%
BFS
203
Bradley Foster & Sargent
Connecticut
$580K
SWP
204
Stratos Wealth Partners
Ohio
$576K -$3.22M -25,985 -84%
SIS
205
Strategic Investment Solutions
Illinois
$576K +$306K +2,467 +102%
GWM
206
GDS Wealth Management
Texas
$574K +$32.6K +263 +6%
SB
207
Simmons Bank
Arkansas
$570K -$53.4K -430 -8%
PSF
208
Pacific Sun Financial
California
$566K +$41K +330 +7%
CWP
209
Cyndeo Wealth Partners
Florida
$559K -$1.58M -12,697 -73%
WA
210
WESPAC Advisors
California
$549K
SIM
211
Samara Investment Management
Oregon
$533K +$563K +4,534 New
DADC
212
D.A. Davidson & Co
Montana
$531K -$123K -989 -18%
CFS
213
Commonwealth Financial Services
West Virginia
$525K +$372 +3 +0.1%
ZF
214
Zhang Financial
Michigan
$525K +$553K +4,458 New
LI
215
LRI Investments
Florida
$511K
GCA
216
Gallagher Capital Advisors
Texas
$510K +$785K +6,323 New
M&T Bank
217
M&T Bank
New York
$502K
RSF
218
Rik Saylor Financial
Ohio
$497K -$9.06K -73 -2%
ASN
219
Advisory Services Network
Georgia
$494K -$12.5M -100,486 -96%
GFP
220
Gryphon Financial Partners
Ohio
$488K
CWP
221
CFM Wealth Partners
Texas
$485K
GT
222
Glenmede Trust
Pennsylvania
$481K
First Trust Advisors
223
First Trust Advisors
Illinois
$481K -$35.2K -284 -7%
CWA
224
Capital Wealth Alliance
Arizona
$475K -$8.81K -71 -2%
BRWA
225
B. Riley Wealth Advisors
Florida
$469K