We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
151
Bay Harbor Wealth Management
Maryland
$83K -$777K -17,235 -91%
CFGS
152
Concourse Financial Group Securities
Alabama
$78K -$2.41M -53,394 -97%
NFG
153
Next Financial Group
Texas
$77K -$57.8K -1,281 -45%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$71K -$369K -8,172 -85%
FFA
155
Founders Financial Alliance
North Carolina
$71K
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$66K +$6.5K +144 +12%
MCM
157
Manchester Capital Management
Vermont
$62K -$94.7K -2,100 -63%
SIAG
158
Safeguard Investment Advisory Group
California
$62K +$56.3K +1,248 New
HWA
159
Heritage Wealth Advisors
Virginia
$60K
PMFA
160
Plante Moran Financial Advisors
Michigan
$55K
TAM
161
Tucker Asset Management
Colorado
$54.2K +$48.9K +1,083 New
William Blair & Company
162
William Blair & Company
Illinois
$52K
CWA
163
Clearview Wealth Advisors
Oregon
$50K +$45.1K +999 New
IAIM
164
International Assets Investment Management
Florida
$50K +$45.5K +1,008 New
S
165
SignatureFD
Georgia
$49K +$135 +3 +0.3%
APA
166
American Portfolios Advisors
New York
$47.7K -$16.9K -375 -28%
PCG
167
Private Capital Group
Connecticut
$47K -$358K -7,947 -89%
TFS
168
TrustCore Financial Services
Tennessee
$47K
VFA
169
Valeo Financial Advisors
Indiana
$39K
AWMS
170
Advocacy Wealth Management Services
Georgia
$30K -$5.95K -132 -18%
CFB
171
Cullen/Frost Bankers
Texas
$30K
AF
172
Advisornet Financial
Minnesota
$28K -$1.09M -24,171 -98%
PWA
173
Phoenix Wealth Advisors
North Carolina
$27K +$24.5K +543 New
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$25K -$11.1K -246 -33%
HI
175
Hudock Inc
Pennsylvania
$23K