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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
151
Graypoint LLC
New York
$263K +$261K +4,266 New
SPC
152
Sigma Planning Corp
Michigan
$261K -$64.9K -1,062 -20%
WAM
153
WNY Asset Management
New York
$249K +$9.35K +153 +4%
SIC
154
Samalin Investment Counsel
New York
$248K – – –
C1AG
155
Client 1st Advisory Group
Florida
$242K -$387K -6,327 -62%
IFG
156
Independent Financial Group
California
$233K +$231K +3,774 New
CB
157
Commerce Bank
Missouri
$232K – – –
AC
158
Abbrea Capital
California
$227K – – –
QCM
159
Quest Capital Management
Texas
$226K +$183 +3 +0.1%
MOS
160
MGO One Seven
Ohio
$224K +$2.2K +36 +1%
GLLW
161
Graves Light Lenhart Wealth
Virginia
$224K +$20.5K +336 +10%
BAM
162
Belpointe Asset Management
Nevada
$223K +$220K +3,606 New
CAG
163
Csenge Advisory Group
Florida
$218K +$214K +3,510 New
SWP
164
Stratos Wealth Partners
Ohio
$213K -$14.3K -234 -6%
RF
165
Rollins Financial
Georgia
$212K +$210K +3,441 New
GWM
166
Geneos Wealth Management
Colorado
$202K -$67.3K -1,101 -25%
GIA
167
Goodwin Investment Advisory
Georgia
$179K -$54.8K -897 -24%
LPIC
168
LeJeune Puetz Investment Counsel
Michigan
$150K – – –
AWM
169
AllSquare Wealth Management
New York
$149K – – –
EAM
170
Erste Asset Management
Austria
$145K – – –
LDFR
171
Lehman & Derafelo Financial Resources
Pennsylvania
$135K +$55K +900 +70%
NFG
172
Next Financial Group
Texas
$128K – – –
APA
173
American Portfolios Advisors
New York
$124K +$42.9K +702 +54%
WP
174
WealthShield Partners
North Carolina
$120K -$4.95K -81 -4%
QCG
175
Quadrant Capital Group
Ohio
$118K – – –
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