We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
51
The Family Firm
Maryland
$2.2M +$45.5K +1,008 +2%
DE
52
Day & Ennis
Georgia
$1.84M -$692K -15,339 -29%
DTIM
53
Danda Trouve Investment Management
Kansas
$1.82M +$1.64M +36,300 New
MCWS
54
McKinley Carter Wealth Services
West Virginia
$1.67M +$478K +10,593 +46%
PP
55
Patten & Patten
Tennessee
$1.41M -$16.9K -375 -1%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$1.39M -$100K -2,223 -7%
Bank of Nova Scotia
57
Bank of Nova Scotia
Ontario, Canada
$1.37M +$1.23M +27,330 New
AAS
58
Avantax Advisory Services
Texas
$1.24M -$580K -12,852 -34%
CWA
59
Capital Wealth Alliance
Arizona
$1.21M +$194K +4,290 +22%
FFN
60
Focus Financial Network
Minnesota
$1.2M -$414K -9,174 -28%
CC
61
Copperleaf Capital
North Carolina
$1.2M +$1.08M +23,934 New
VAS
62
Vestmark Advisory Solutions
Massachusetts
$1.02M -$71.6K -1,587 -7%
SB
63
Strategic Blueprint
Georgia
$1M -$1.34M -29,649 -60%
CCA
64
Cobblestone Capital Advisors
New York
$990K
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$954K -$101K -2,250 -11%
SWA
66
Stratos Wealth Advisors
Ohio
$916K +$65.9K +1,461 +9%
WP
67
WealthSource Partners
California
$909K -$5.94M -131,682 -88%
KCA
68
Karn Couzens & Associates
Connecticut
$870K +$785K +17,400 New
MFA
69
Mayflower Financial Advisors
Massachusetts
$818K +$737K +16,347 New
IWM
70
IHT Wealth Management
Illinois
$797K +$719K +15,939 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$755K
MML Investors Services
72
MML Investors Services
Massachusetts
$747K -$17.8M -395,310 -96%
GPA
73
Garrison Point Advisors
California
$739K
LGWM
74
Litman Gregory Wealth Management
California
$719K
SFG
75
Summit Financial Group
West Virginia
$667K