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iShares US Financial Services ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMFS
151
Squar Milner Financial Services
Irvine,
California
| – | -$164K | -3,672 | Closed |
|
|
BAM
152
Belpointe Asset Management
Reno,
Nevada
| – | -$151K | -3,381 | Closed |
|
|
BWM
153
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$87K | -1,950 | Closed |
|
|
YWP
154
YorkBridge Wealth Partners
New York
| – | -$33K | -750 | Closed |
|
|
TFS
155
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$14K | -315 | Closed |
|
|
RCAG
156
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$13K | -291 | Closed |
|
|
EWM
157
Executive Wealth Management
Brighton,
Michigan
| – | -$9K | -198 | Closed |
|
158
AssetMark Inc
Concord,
California
| – | -$6.49K | -144 | -94% |
|
|
FHA
159
First Horizon Advisors
Memphis,
Tennessee
| – | -$5K | -126 | Closed |
|
160
Bessemer Group
Woodbridge,
New Jersey
| – | -$5K | -117 | Closed |
|
|
TFA
161
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -3 | Closed |
|