We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
101
Wedbush Securities
California
$396K +$58.4K +1,113 +15%
FPGK
102
Financial Partners Group (Kansas)
Kansas
$394K +$9.29K +177 +2%
AF
103
Apexium Financial
Texas
$392K +$437K +8,331 New
CWM
104
Cordatus Wealth Management
Pennsylvania
$389K
Baird Financial Group
105
Baird Financial Group
Wisconsin
$380K -$5.98K -114 -1%
AF
106
Advisornet Financial
Minnesota
$380K +$61.1K +1,164 +17%
Lido Advisors
107
Lido Advisors
California
$380K +$425K +8,091 New
CCM
108
Consolidated Capital Management
California
$376K +$419K +7,983 New
SWA
109
Stratos Wealth Advisors
Ohio
$376K +$420K +7,995 New
IGWM
110
ICA Group Wealth Management
Colorado
$369K
GWM
111
Geneos Wealth Management
Colorado
$355K +$245K +4,665 +162%
PCM
112
Pennsylvania Capital Management
Pennsylvania
$352K
SPIA
113
Steward Partners Investment Advisory
New York
$347K +$3.31K +63 +0.9%
AAS
114
Avantax Advisory Services
Texas
$334K -$10.2K -195 -3%
US Bancorp
115
US Bancorp
Minnesota
$333K +$35.1K +669 +10%
NA
116
NewEdge Advisors
Louisiana
$332K -$371K -7,062 -50%
Renaissance Technologies
117
Renaissance Technologies
New York
$325K +$362K +6,900 New
F
118
F3Logic
Minnesota
$324K +$27.6K +525 +8%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$308K
OCM
120
Objective Capital Management
Ohio
$306K
RIA
121
Realta Investment Advisors
Delaware
$299K +$5.35K +102 +2%
RJT
122
Raymond James Trust
Florida
$290K +$12.9K +246 +4%
COCM
123
Charter Oak Capital Management
New Hampshire
$286K +$311K +5,925 +3,798%
IAG
124
Investmark Advisory Group
Connecticut
$277K +$1.89K +36 +0.6%
TPWA
125
TRUE Private Wealth Advisors
Oregon
$263K +$32.3K +615 +12%