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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.01M +$973K +42,177 New
SI
27
SII Investments
Wisconsin
$937K +$906K +39,291 New
SWM
28
Strategic Wealth Management
Washington
$806K +$780K +33,825 New
PP
29
Patten & Patten
Tennessee
$803K +$777K +33,690 New
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$611K +$591K +25,638 New
FIG
31
FundX Investment Group
California
$558K +$540K +23,400 New
FAAS
32
First Allied Advisory Services
California
$518K +$501K +21,708 New
CS
33
Credit Suisse
Switzerland
$511K +$494K +21,420 New
CA
34
Cetera Advisors
Colorado
$480K +$465K +20,151 New
SC
35
Scotia Capital
Ontario, Canada
$465K +$450K +19,521 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$407K +$394K +17,088 New
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$366K +$354K +15,345 New
EWM
38
Evercore Wealth Management
New York
$358K +$346K +15,000 New
WS
39
Wedbush Securities
California
$356K +$344K +14,931 New
DWT
40
Dorsey & Whitney Trust
South Dakota
$276K +$267K +11,568 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$275K +$266K +11,517 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$266K +$257K +11,148 New
NPC
43
National Planning Corporation
California
$225K +$219K +9,483 New
MA
44
Montag & Associates
Georgia
$221K +$214K +9,285 New
Deutsche Bank
45
Deutsche Bank
Germany
$151K +$148K +6,405 New
Citigroup
46
Citigroup
New York
$103K +$99K +4,290 New
MCM
47
Manchester Capital Management
Vermont
$80K +$77.2K +3,345 New
Invesco
48
Invesco
Georgia
$43K +$41.5K +1,800 New
DWA
49
Dorsey Wright & Associates
California
$42K +$40.8K +1,767 New
Ameriprise
50
Ameriprise
Minnesota
$39K +$37.4K +1,623 New
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