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iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
126
Lehman & Derafelo Financial Resources
Pennsylvania
$11K +$15.2K +333 New
EIP
127
Ellis Investment Partners
Pennsylvania
$10K -$93.6K -2,052 -86%
GWMIA
128
Global Wealth Management Investment Advisory
Florida
$10K
NEIRG
129
New England Investment & Retirement Group
Massachusetts
$9K -$11.4M -250,047 -100%
GEA
130
Glen Eagle Advisors
New Jersey
$8.93K
AF
131
Allworth Financial
California
$8K
FRA
132
Front Row Advisors
California
$6K
MFT
133
Moisand Fitzgerald Tamayo
Florida
$5K
QCG
134
Quadrant Capital Group
Ohio
$4K
GSWM
135
Golden State Wealth Management
California
$4K +$5.2K +114 New
CAC
136
Certified Advisory Corp
Florida
$3K +$137 +3 +4%
WFMPM
137
Woodley Farra Manion Portfolio Management
Indiana
$3K +$274 +6 +8%
GFPC
138
Global Financial Private Client
Florida
$2.79K
BAMG
139
Brand Asset Management Group
Missouri
$2K +$2.74K +60 New
JCM
140
Jacobi Capital Management
Pennsylvania
$1K
NSLI
141
Nan Shan Life Insurance
Taiwan
-$10.3M -202,872 Closed
Bank of New York Mellon
142
Bank of New York Mellon
New York
-$9.81M -193,851 Closed
KCM
143
Karp Capital Management
California
-$5.3M -104,670 Closed
BCM
144
Beck Capital Management
Texas
-$3.31M -65,346 Closed
JWCA
145
J.W. Cole Advisors
Florida
-$2.54M -50,136 Closed
BCM
146
Barometer Capital Management
Ontario, Canada
-$2.22M -43,800 Closed
HIP
147
Harrell Investment Partners
Texas
-$942K -18,624 Closed
SWP
148
Stratos Wealth Partners
Ohio
-$856K -16,908 Closed
TRCT
149
Tower Research Capital (TRC)
New York
-$764K -15,102 Closed
WPA
150
Winning Points Advisors
Florida
-$729K -14,400 Closed