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iShares US Financial Services ETF
IYG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Dynasty Wealth Management
1
Dynasty Wealth Management
Florida
USD 140 M -USD 55.6 M -633,877 -29%
RiverFront Investment Group
2
RiverFront Investment Group
Virginia
USD 138 M +USD 3.97 M +45,260 +3%
Goldman Sachs
3
Goldman Sachs
New York
USD 126 M +USD 31.1 M +354,412 +34%
JP Morgan Chase
4
JP Morgan Chase
New York
USD 111 M -USD 14.8 M -168,858 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 111 M -USD 2.1 M -23,966 -2%
Morgan Stanley
6
Morgan Stanley
New York
USD 98.5 M +USD 4.76 M +54,213 +5%
Sagespring Wealth Partners
7
Sagespring Wealth Partners
Tennessee
USD 66.9 M -USD 13.7 M -156,326 -17%
OpenArc Corporate Advisory
8
OpenArc Corporate Advisory
Georgia
USD 44.1 M -USD 24.4 M -277,775 -36%
Bank of America
9
Bank of America
North Carolina
USD 43.4 M +USD 843 k +9,607 +2%
Raymond James Financial
10
Raymond James Financial
Florida
USD 41.7 M +USD 931 k +10,611 +2%
LPL Financial
11
LPL Financial
California
USD 40.6 M -USD 1.65 M -18,778 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 39.5 M +USD 1.42 M +16,243 +4%
PGIM Custom Harvest
13
PGIM Custom Harvest
New Jersey
USD 32.8 M -USD 254 k -2,891 -0.8%
Wells Fargo
14
Wells Fargo
California
USD 31.2 M -USD 899 k -10,246 -3%
KA
15
Kozak & Associates
Colorado
USD 28.2 M -USD 11 M -124,951 -29%
Circle Wealth Management
16
Circle Wealth Management
New Jersey
USD 26.7 M – – –
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
USD 17.8 M -USD 103 k -1,172 -0.6%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
USD 17.5 M +USD 539 k +6,150 +3%
Two Sigma Investments
19
Two Sigma Investments
New York
USD 14.1 M -USD 2.76 M -31,500 -17%
HCP
20
Holt Capital Partners
Texas
USD 13.9 M +USD 505 k +5,761 +4%
Ferguson Wellman Capital Management
21
Ferguson Wellman Capital Management
Oregon
USD 13.4 M – – –
Ameriprise
22
Ameriprise
Minnesota
USD 13.3 M -USD 4.7 M -53,541 -27%
Private Advisor Group
23
Private Advisor Group
New Jersey
USD 12 M -USD 6.65 M -75,848 -36%
Arkansas Financial Group
24
Arkansas Financial Group
Arkansas
USD 11.8 M +USD 227 k +2,588 +2%
SA
25
SAM Advisors
California
USD 10.8 M +USD 295 k +3,360 +3%
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