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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
226
Snowden Capital Advisors
New York
– -$1.35M -33,072 Closed
HGWM
227
Horst & Graben Wealth Management
Oregon
– -$1.28M -31,500 Closed
WP
228
WealthShield Partners
North Carolina
– -$1.2M -29,526 Closed
PFA
229
Pettinga Financial Advisors
Indiana
– -$1.16M -28,560 Closed
CAM
230
Concorde Asset Management
Michigan
– -$1.13M -27,837 Closed
SMG
231
Smart Money Group
Texas
– -$1.13M -27,687 Closed
APW
232
Austin Private Wealth
Texas
– -$1.05M -25,722 Closed
TF
233
Trek Financial
Arizona
– -$902K -22,164 Closed
IWC
234
Integrated Wealth Concepts
Massachusetts
– -$772K -18,984 Closed
VWM
235
Venturi Wealth Management
Texas
– -$702K -17,271 Closed
MYIA
236
Mount Yale Investment Advisors
Colorado
– -$592K -14,556 Closed
CA
237
Cetera Advisors
Colorado
– -$527K -12,969 Closed
CWM
238
Cornerstone Wealth Management
Missouri
– -$498K -12,243 Closed
MBT
239
Montecito Bank & Trust
California
– -$392K -9,642 Closed
BAM
240
Belpointe Asset Management
Nevada
– -$360K -8,865 Closed
PA
241
Parallel Advisors
California
– -$276K -6,786 Closed
SWM
242
SigFig Wealth Management
California
– -$269K -6,687 Closed
SWP
243
Stratos Wealth Partners
Ohio
– -$252K -6,192 Closed
RFN
244
RDA Financial Network
Iowa
– -$220K -5,409 Closed
RSWM
245
Robertson Stephens Wealth Management
California
– -$211K -5,193 Closed
SP
246
Successful Portfolios
Florida
– -$211K -5,181 Closed
TCA
247
Transcend Capital Advisors
New Jersey
– -$207K -5,088 Closed
FCA
248
FinTrust Capital Advisors
South Carolina
– -$188K -4,623 Closed
AA
249
Advisory Alpha
Michigan
– -$52K -1,227 Closed
CFD
250
Creative Financial Designs
Indiana
– -$48K -1,182 Closed
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