We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Arkansas Financial Group
Arkansas
$11M +$475K +5,409 +4%
SA
27
SAM Advisors
California
$9.6M +$215K +2,453 +2%
UBS Group
28
UBS Group
Switzerland
$9.21M -$114K -1,304 -1%
BPA
29
Beacon Pointe Advisors
California
$8.39M +$1.82M +20,703 +26%
Stifel Financial
30
Stifel Financial
Missouri
$8.06M -$489K -5,569 -5%
HCMG
31
Howard Capital Management Group
California
$7.8M +$85.4K +973 +1%
UW
32
Unique Wealth
Florida
$6.42M +$1.55M +17,698 +30%
Osaic Holdings
33
Osaic Holdings
Arizona
$6.41M +$1.15M +13,140 +20%
Bank of Nova Scotia
34
Bank of Nova Scotia
Ontario, Canada
$6.01M
SC
35
Scotia Capital
Ontario, Canada
$6M +$58.4K +666 +0.9%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.56M +$95.7K +1,091 +2%
CWA
37
Centerline Wealth Advisors
Kentucky
$5.49M +$1.36M +15,524 +31%
Truist Financial
38
Truist Financial
North Carolina
$4.92M -$564K -6,430 -10%
IAA
39
Independent Advisor Alliance
North Carolina
$4.7M +$4.98M +56,775 New
CIA
40
Concurrent Investment Advisors
Florida
$4.54M +$518K +5,903 +12%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$4.23M +$166K +1,889 +4%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$4.14M +$4.39M +50,000 New
PG
43
Prostatis Group
Maryland
$4.01M +$4.25M +48,379 New
BWM
44
Bernard Wealth Management
Michigan
$3.82M -$9.65K -110 -0.2%
MFG
45
Merit Financial Group
Georgia
$3.73M +$1.13M +12,885 +40%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$3.69M +$429K +4,884 +12%
IWM
47
IHT Wealth Management
Illinois
$3.52M -$416K -4,738 -10%
SLP
48
Storen Legacy Partners
Indiana
$3.47M +$3.68M +41,908 New
WH
49
Wallace Hart
Kentucky
$3.2M +$3.39M +38,609 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$3.18M -$56.7K -646 -2%