We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
WNY Asset Management
New York
$253K +$377 +6 +0.1%
MHR
152
Matthew Hamilton Rosenberg
$253K +$253K +4,032 New
MOS
153
MGO One Seven
Ohio
$244K +$2.26K +36 +1%
IFG
154
Independent Financial Group
California
$242K +$5.65K +90 +2%
C1AG
155
Client 1st Advisory Group
Florida
$241K -$5.27K -84 -2%
CB
156
Commerce Bank
Missouri
$235K
RA
157
RFG Advisory
Alabama
$232K +$232K +3,696 New
BAM
158
Belpointe Asset Management
Nevada
$231K +$4.14K +66 +2%
PCM
159
Princeton Capital Management
New Jersey
$231K +$231K +3,675 New
AC
160
Abbrea Capital
California
$230K
QCM
161
Quest Capital Management
Texas
$229K -$753 -12 -0.3%
CAG
162
Csenge Advisory Group
Florida
$229K +$3.95K +63 +2%
GLLW
163
Graves Light Lenhart Wealth
Virginia
$228K
TAM
164
Tocqueville Asset Management
New York
$217K +$217K +3,453 New
SIC
165
Samalin Investment Counsel
New York
$216K -$36.1K -576 -14%
GWM
166
Geneos Wealth Management
Colorado
$208K
EH
167
Equitable Holdings
New York
$206K +$207K +3,291 New
SWP
168
Stratos Wealth Partners
Ohio
$204K -$12K -192 -6%
CPIG
169
Chicago Partners Investment Group
Illinois
$201K +$189K +3,012 New
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$188K +$70.6K +1,125 +60%
GIA
171
Goodwin Investment Advisory
Georgia
$180K
LPIC
172
LeJeune Puetz Investment Counsel
Michigan
$153K
AWM
173
AllSquare Wealth Management
New York
$151K
EAM
174
Erste Asset Management
Austria
$147K
William Blair & Company
175
William Blair & Company
Illinois
$146K +$76.2K +1,215 +109%