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iShares US Financial Services ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
151
Portfolio Strategies
Monsey,
New York
| – | -$137K | -3,135 | Closed |
|
|
PFGIA
152
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$96K | -2,250 | Closed |
|
|
IWM
153
IHT Wealth Management
Chicago,
Illinois
| – | -$86K | -2,019 | Closed |
|
|
CCA
154
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$56K | -1,287 | Closed |
|
|
ASN
155
Advisory Services Network
Atlanta,
Georgia
| – | -$46K | -1,065 | Closed |
|
|
BC
156
Bartlett & Co
Cincinnati,
Ohio
| – | -$34K | -777 | Closed |
|
|
BCWM
157
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$33.9K | -777 | Closed |
|
|
MGIA
158
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$23K | -525 | Closed |
|
|
1IA
159
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$22K | -507 | Closed |
|
|
PGWM
160
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$19K | -429 | Closed |
|
161
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$16K | -360 | Closed |
|
|
SSB
162
Sandy Spring Bank
Olney,
Maryland
| – | -$11K | -255 | Closed |
|