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iShares US Utilities ETF
IDU

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$40.5M +$1.27M +25,536 +3%
LPL Financial
2
LPL Financial
California
$26.8M +$18.5M +373,626 +267%
DWM
3
Destination Wealth Management
California
$18.4M +$139K +2,810 +0.8%
Bank of America
4
Bank of America
North Carolina
$18M +$5.99M +120,786 +54%
LIA
5
LBMC Investment Advisors
Tennessee
$12.9M -$49.4K -996 -0.4%
QA
6
Quantitative Advantage
Minnesota
$12.5M +$11.9M +240,376 New
Morgan Stanley
7
Morgan Stanley
New York
$12M -$659K -13,288 -5%
Wells Fargo
8
Wells Fargo
California
$8.97M +$2.61M +52,526 +44%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$6.72M +$298K +6,010 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.53M +$6.03M +121,478 +3,226%
SG Americas Securities
11
SG Americas Securities
New York
$6M -$1.18M -23,866 -17%
Citigroup
12
Citigroup
New York
$5.45M +$4.96M +100,052 +2,230%
U
13
UBS
Switzerland
$4.72M +$634K +12,780 +16%
NPC
14
National Planning Corporation
California
$4.11M +$3.61M +72,808 +1,082%
SI
15
Stephens Inc
Arkansas
$4.02M +$10.4K +210 +0.3%
UCFA
16
United Capital Financial Advisors
Texas
$4.01M +$3.56M +71,680 +1,347%
HNB
17
Huntington National Bank
Ohio
$3.9M – – –
FAAS
18
First Allied Advisory Services
California
$3.6M +$2.54M +51,104 +283%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.49M +$370K +7,464 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.91M -$3.23M -65,030 -54%
AIP
21
Ameritas Investment Partners
Nebraska
$2.81M -$198K -4,000 -7%
OWD
22
Osborn Williams & Donohoe
Ohio
$2.77M +$49.6K +1,000 +2%
EHC
23
Everett Harris & Co
California
$2.77M -$133K -2,672 -5%
DY
24
Dowling & Yahnke
California
$2.48M -$44K -886 -2%
FIM
25
Fernwood Investment Management
Massachusetts
$2.31M -$10.2K -206 -0.5%
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