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iShares Global Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LS
126
Leelyn Smith
Illinois
$3K +$2.95K +44 New
BLC
127
Brown, Lisle/Cummings
Rhode Island
$2.15K
CSB
128
City State Bank
Iowa
$2K
SWM
129
Selective Wealth Management
Virginia
$2K
TWP
130
TFO Wealth Partners
Ohio
$2K
BL
131
Balentine LLC
Georgia
$2K +$2.15K +32 New
ACM
132
Absolute Capital Management
Pennsylvania
$1.48K +$1.61K +24 New
JP Morgan Chase
133
JP Morgan Chase
New York
$1K -$439K -6,555 -100%
GWM
134
Geneos Wealth Management
Colorado
$1K -$7.64K -114 -82%
BBPWM
135
Blue Bell Private Wealth Management
Pennsylvania
$1K
MRC
136
Millburn Ridgefield Corp
New York
$1K +$603 +9 +60%
PTC
137
Private Trust Company
Ohio
$1K +$1.21K +18 New
KFS
138
Kelly Financial Services
Massachusetts
$925 -$6.63K -99 -87%
AIM
139
Anchor Investment Management
South Carolina
$613 +$670 +10 New
GFPC
140
Global Financial Private Client
Florida
$126 -$5.63K -84 -98%
Goldman Sachs
141
Goldman Sachs
New York
-$9.86M -150,000 Closed
AWM
142
Avaii Wealth Management
Wisconsin
-$2.75M -41,797 Closed
NCM
143
Northwest Capital Management
Oregon
-$1.96M -29,827 Closed
BFA
144
BMS Financial Advisors
South Dakota
-$1.67M -20,850 Closed
HSBC Holdings
145
HSBC Holdings
United Kingdom
-$615K -9,350 Closed
Millennium Management
146
Millennium Management
New York
-$541K -8,224 Closed
Prudential Financial
147
Prudential Financial
New Jersey
-$482K -7,339 Closed
FIA
148
Foundations Investment Advisors
Arizona
-$432K -6,642 Closed
CPC
149
Cookson Peirce & Co
Pennsylvania
-$424K -6,448 Closed
CWS
150
Cypress Wealth Services
California
-$422K -6,425 Closed