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iShares Global Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Anchor Investment Management
South Carolina
$690
KFS
127
Kelly Financial Services
Massachusetts
$621
OLVIG
128
Oliver Lagore Vanvalin Investment Group
Michigan
$330
TCWA
129
Ten Capital Wealth Advisors
Washington
$207 +$219 +3 New
AC
130
AlphaCore Capital
California
$80
CIM
131
Cambria Investment Management
California
-$13.3M -189,650 Closed
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
-$4.61M -65,576 Closed
BFA
133
BMS Financial Advisors
South Dakota
-$1.64M -20,498 Closed
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
-$1.33M -18,879 Closed
CI
135
CX Institutional
Indiana
-$1.29M -18,312 Closed
Renaissance Technologies
136
Renaissance Technologies
New York
-$344K -4,900 Closed
Stifel Financial
137
Stifel Financial
Missouri
-$278K -3,954 Closed
CAN
138
Cetera Advisor Networks
California
-$263K -3,740 Closed
UCFA
139
United Capital Financial Advisors
Texas
-$259K -3,691 Closed
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
-$213K -3,033 Closed
Creative Planning
141
Creative Planning
Kansas
-$203K -2,892 Closed
CBFP
142
Cedar Brook Financial Partners
Ohio
-$202K -2,880 Closed
Schroder Investment Management Group
143
Schroder Investment Management Group
United Kingdom
-$53.5K -761 Closed
PIMG
144
Patriot Investment Management Group
Tennessee
-$36.6K -480 Closed
HNWAG
145
High Net Worth Advisory Group
Florida
-$10.2K -145 Closed
APC
146
Aspire Private Capital
North Carolina
-$8.5K -121 Closed
MPCL
147
My Personal CFO LLC
Washington
-$8.29K -118 Closed
IGWM
148
ICA Group Wealth Management
Colorado
-$7.45K -106 Closed
USCWA
149
U.S. Capital Wealth Advisors
Texas
-$7.03K -100 Closed
LS
150
Leelyn Smith
Illinois
-$3.09K -44 Closed