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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
151
Prudential plc
United Kingdom
– -$686K -13,560 Closed
HCM
152
Hilton Capital Management
New York
– -$581K -11,475 Closed
QAM
153
Q3 Asset Management
Michigan
– -$573K -11,331 Closed
CWS
154
Cypress Wealth Services
California
– -$443K -8,751 Closed
PAG
155
Private Advisor Group
New Jersey
– -$410K -8,091 Closed
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
– -$389K -7,683 Closed
NA
157
NewEdge Advisors
Louisiana
– -$374K -7,392 Closed
GIA
158
Gladstone Institutional Advisory
Florida
– -$275K -5,427 Closed
AIA
159
Arbor Investment Advisors
North Carolina
– -$258K -5,100 Closed
F
160
F3Logic
Minnesota
– -$252K -4,950 Closed
S
161
Surevest
California
– -$250K -4,929 Closed
CIA
162
Capital Investment Advisors
Georgia
– -$244K -4,815 Closed
PPP
163
Private Portfolio Partners
New Jersey
– -$228K -4,512 Closed
WS
164
Wedbush Securities
California
– -$227K -4,485 Closed
SIC
165
Samalin Investment Counsel
New York
– -$225K -4,452 Closed
HAS
166
HBW Advisory Services
California
– -$223K -4,404 Closed
DWM
167
Dakota Wealth Management
Florida
– -$214K -4,230 Closed
MOS
168
MGO One Seven
Ohio
– -$200K -3,969 Closed
LPIC
169
LeJeune Puetz Investment Counsel
Michigan
– -$123K -2,436 Closed
IFWM
170
Institute for Wealth Management
Colorado
– -$112K -2,214 Closed
ACM
171
Allred Capital Management
Texas
– -$85K -1,680 Closed
CFD
172
Creative Financial Designs
Indiana
– -$57K -1,116 Closed
CFG
173
Citizens Financial Group
Rhode Island
– -$42K -834 Closed
IWA
174
Intercontinental Wealth Advisors
Texas
– -$23K -450 Closed
VNA
175
Valley National Advisers
Pennsylvania
– -$15K -303 Closed
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