We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
76
Cyndeo Wealth Partners
Florida
$1.34M +$295K +3,365 +26%
FPAS
77
Focus Partners Advisor Solutions
Missouri
$1.3M -$18.4K -210 -1%
FTUS
78
Flow Traders U.S.
New York
$1.24M +$1.31M +14,940 New
O3W
79
Omni 360 Wealth
New Jersey
$1.23M -$23.8K -271 -2%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$1.18M -$203K -2,314 -14%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$1.17M
P
82
&Partners
Tennessee
$1.16M +$36.9K +420 +3%
Brown Advisory
83
Brown Advisory
Maryland
$1.09M
CCA
84
Cottonwood Capital Advisors
Utah
$1.06M -$3.69K -42 -0.3%
GPA
85
Garrison Point Advisors
California
$1.05M
MAWCM
86
Mine & Arao Wealth Creation & Management
California
$998K +$2.81K +32 +0.3%
US Bancorp
87
US Bancorp
Minnesota
$935K +$22.4K +255 +2%
SP
88
Sequent Planning
Nebraska
$918K +$115K +1,305 +13%
UCFA
89
United Capital Financial Advisors
Texas
$913K
NA
90
NewEdge Advisors
Louisiana
$894K -$3.2M -36,513 -77%
OC
91
Oppenheimer & Co
New York
$888K +$113K +1,291 +14%
SC
92
Savant Capital
Illinois
$886K +$53.8K +613 +6%
SA
93
Sanctuary Advisors
Indiana
$875K +$196K +2,229 +27%
SFA
94
Sequoia Financial Advisors
Ohio
$872K +$143K +1,633 +18%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$870K +$86.2K +982 +10%
PFS
96
Prospera Financial Services
Texas
$864K -$11K -125 -1%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$811K -$1.94M -22,088 -69%
MWM
98
Mosley Wealth Management
California
$774K +$88 +1 +0%
CAM
99
Cresset Asset Management
Illinois
$757K -$1.05K -12 -0.1%
WA
100
WBH Advisory
Maryland
$751K -$965 -11 -0.1%