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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
251
Glen Eagle Advisors
New Jersey
$13.9K – – –
TC
252
Trust Company
Kansas
$13K – – –
FA
253
Faithward Advisors
Pennsylvania
$11K – – –
AAP
254
Arax Advisory Partners
Colorado
$10K – – –
COCM
255
Charter Oak Capital Management
New Hampshire
$10K – – –
FRA
256
Front Row Advisors
California
$10K – – –
AWM
257
Abound Wealth Management
Tennessee
$9.65K +$9.78K +150 New
EIP
258
Ellis Investment Partners
Pennsylvania
$9K – – –
MFT
259
Moisand Fitzgerald Tamayo
Florida
$9K – – –
RPCONE
260
Retirement Planning Company of New England
Rhode Island
$9K +$9.78K +150 New
PA
261
Parallel Advisors
California
$8K -$30.5K -468 -80%
TWM
262
Tradition Wealth Management
Minnesota
$8K -$4.69K -72 -36%
MAM
263
Mystic Asset Management
Rhode Island
$8K +$8.8K +135 New
WCAMG
264
Woodard & Company Asset Management Group
North Carolina
$7K – – –
IRAG
265
Investment Research & Advisory Group
Georgia
$6K +$6.26K +96 New
GFPC
266
Global Financial Private Client
Florida
$5.6K – – –
BA
267
Bellwether Advisors
Nebraska
$5K – – –
TFP
268
Tilia Fiduciary Partners
North Carolina
$5K +$4.69K +72 New
AIM
269
Anchor Investment Management
South Carolina
$4.25K +$4.3K +66 New
TCWM
270
Total Clarity Wealth Management
Illinois
$4K +$3.91K +60 New
AA
271
Addison Advisors
Vermont
$2K – – –
LWANC
272
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
APC
273
Aspire Private Capital
North Carolina
$1K – – –
CA
274
CoreCap Advisors
Michigan
$1K +$196 +3 New
CWM
275
CarsonAllaria Wealth Management
Illinois
$1K +$978 +15 New
8 9 10
11
12