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iShares Global Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
Wealth Alliance
New York
-$1.69M -21,112 Closed
BFA
252
BMS Financial Advisors
South Dakota
-$1.67M -20,879 Closed
WP
253
WealthShield Partners
North Carolina
-$1.67M -20,873 Closed
SXL
254
Summit X LLC
Missouri
-$1.63M -20,381 Closed
TF
255
Trek Financial
Arizona
-$1.6M -20,031 Closed
CWG
256
Crown Wealth Group
North Carolina
-$1.6M -19,932 Closed
I
257
INVST
Indiana
-$1.5M -18,755 Closed
AR
258
Apeiron RIA
Texas
-$1.46M -18,211 Closed
FWP
259
Firethorn Wealth Partners
Georgia
-$1.44M -18,033 Closed
SPAS
260
Spectrum Planning & Advisory Services
California
-$1.41M -17,600 Closed
RIA
261
Regal Investment Advisors
Michigan
-$1.32M -16,556 Closed
NL
262
NWAM LLC
Washington
-$1.17M -14,553 Closed
SWM
263
SigFig Wealth Management
California
-$1.14M -14,493 Closed
AWE
264
Avidian Wealth Enterprises
Texas
-$1.08M -13,488 Closed
MGWM
265
Marks Group Wealth Management
Minnesota
-$1.06M -13,262 Closed
KWM
266
Keebeck Wealth Management
Illinois
-$1.05M -13,151 Closed
AWM
267
Apollon Wealth Management
South Carolina
-$1.01M -12,643 Closed
PWMG
268
Provence Wealth Management Group
California
-$996K -12,439 Closed
OPS
269
Orion Portfolio Solutions
Nebraska
-$990K -12,365 Closed
RSWM
270
Robertson Stephens Wealth Management
California
-$984K -12,293 Closed
MYIA
271
Mount Yale Investment Advisors
Colorado
-$953K -11,901 Closed
Baird Financial Group
272
Baird Financial Group
Wisconsin
-$921K -11,510 Closed
CAM
273
Concorde Asset Management
Michigan
-$856K -10,686 Closed
NW
274
NewEdge Wealth
Pennsylvania
-$755K -9,431 Closed
FHA
275
First Horizon Advisors
Tennessee
-$747K -9,335 Closed