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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$411K +$3.01K +48 +0.7%
WS
127
Wedbush Securities
California
$408K +$6.21K +99 +2%
HI
128
Harbour Investments
Wisconsin
$389K +$16.9K +270 +5%
9WM
129
9258 Wealth Management
Ohio
$388K +$9.04K +144 +2%
RIA
130
Realta Investment Advisors
Delaware
$384K +$565 +9 +0.1%
W
131
WealthOne
New York
$384K +$565 +9 +0.1%
AF
132
Advisornet Financial
Minnesota
$375K +$372K +5,934 +12,363%
NA
133
NewEdge Advisors
Louisiana
$369K – – –
PCM
134
Pointe Capital Management
Michigan
$328K +$9.41K +150 +3%
AIA
135
Arbor Investment Advisors
North Carolina
$320K – – –
TPWA
136
TRUE Private Wealth Advisors
Oregon
$312K – – –
FCA
137
FLC Capital Advisors
California
$310K – – –
CWS
138
Cypress Wealth Services
California
$303K -$45.6K -726 -13%
LGA
139
Lebenthal Global Advisors
New York
$297K -$3.93M -62,634 -93%
WCM
140
WealthBridge Capital Management
Ohio
$294K +$294K +4,686 New
DI
141
DFPG Investments
Utah
$292K -$87.5K -1,395 -24%
GL
142
Graypoint LLC
New York
$292K +$24.5K +390 +9%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$285K -$37.5K -597 -12%
HSA
144
HBK Sorce Advisory
Pennsylvania
$283K -$5.65K -90 -2%
FANJ
145
Financial Architects (New Jersey)
New Jersey
$282K – – –
SCG
146
Sonata Capital Group
Washington
$282K +$282K +4,500 New
CIA
147
Capital Investment Advisors
Georgia
$281K – – –
BFEC
148
Benjamin F. Edwards & Company
Missouri
$271K – – –
PPP
149
Private Portfolio Partners
New Jersey
$268K -$2.82K -45 -1%
TC
150
TownSquare Capital
Utah
$258K -$103K -1,644 -29%
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