We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Cottonwood Capital Advisors
Utah
$1.19M +$35.3K +396 +3%
CWP
77
Cyndeo Wealth Partners
Florida
$1.18M +$1.14M +12,760 New
GPA
78
Garrison Point Advisors
California
$1.17M +$54.8K +614 +5%
MAWCM
79
Mine & Arao Wealth Creation & Management
California
$1.11M -$3.21K -36 -0.3%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$1.06M -$20.6K -231 -2%
US Bancorp
81
US Bancorp
Minnesota
$1.02M -$24.6K -276 -2%
UCFA
82
United Capital Financial Advisors
Texas
$1.02M +$712K +7,980 +263%
GS
83
GTS Securities
Florida
$1.01M +$979K +10,972 New
PFS
84
Prospera Financial Services
Texas
$974K
BFA
85
Brendel Financial Advisors
New Hampshire
$950K +$919K +10,293 New
SC
86
Savant Capital
Illinois
$930K -$112K -1,251 -11%
SP
87
Sequent Planning
Nebraska
$902K +$192K +2,156 +28%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$878K -$48.6K -545 -5%
OC
89
Oppenheimer & Co
New York
$870K -$2.23K -25 -0.3%
ANTB
90
AMG National Trust Bank
Colorado
$849K +$89 +1 +0%
CAM
91
Cresset Asset Management
Illinois
$844K +$82.9K +929 +11%
WA
92
WBH Advisory
Maryland
$837K +$8.75K +98 +1%
SFA
93
Sequoia Financial Advisors
Ohio
$821K +$3.12K +35 +0.4%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$790K +$145K +1,630 +24%
SA
95
Sanctuary Advisors
Indiana
$768K +$127K +1,422 +21%
MWM
96
Mosley Wealth Management
California
$764K +$770K +8,630 New
CWM
97
Cordatus Wealth Management
Pennsylvania
$762K
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$760K -$13.7K -153 -2%
QPWM
99
Quadrant Private Wealth Management
Pennsylvania
$679K -$7.32K -82 -1%
HAP
100
Harbor Asset Planning
Massachusetts
$649K +$35K +392 +6%