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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
151
Matthew Hamilton Rosenberg
$49K -$146K -2,871 -76%
EAM
152
Erste Asset Management
Austria
$46.9K – – –
BFEC
153
Benjamin F. Edwards & Company
Missouri
$42K -$2.43K -48 -6%
SWM
154
Spire Wealth Management
Virginia
$38.4K +$1.06K +21 +3%
CTC
155
Central Trust Company
Missouri
$36.5K +$152 +3 +0.4%
GWSG
156
GPS Wealth Strategies Group
Colorado
$35.7K – – –
CSWM
157
Cassady Schiller Wealth Management
Ohio
$31.6K – – –
YDMI
158
Y.D. More Investments
Israel
$31.4K – – –
PTC
159
Private Trust Company
Ohio
$30K – – –
RA
160
Rise Advisors
New York
$26.6K – – –
GT
161
Glenmede Trust
Pennsylvania
$24.3K – – –
SIC
162
Salem Investment Counselors
North Carolina
$23.7K – – –
LWP
163
Lumature Wealth Partners
Georgia
$23.1K – – –
TFGT
164
TS Financial Group (TSFG)
Illinois
$21K – – –
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$19K – – –
TAM
166
Tucker Asset Management
Colorado
$18.2K – – –
CAL
167
Capital Analysts LLC
Pennsylvania
$18K – – –
SWA
168
SOA Wealth Advisors
New York
$17.4K – – –
AA
169
Ancora Advisors
Ohio
$17.1K – – –
CIAS
170
Capital Investment Advisory Services
North Carolina
$17K +$152 +3 +0.9%
TSWM
171
Tyler-Stone Wealth Management
Ohio
$16K +$15.5K +306 New
HIA
172
Harbor Investment Advisory
Maryland
$14.2K – – –
AWM
173
Aspire Wealth Management
Massachusetts
$14.1K -$152 -3 -1%
DAC
174
Dividend Assets Capital
South Carolina
$14K +$13.8K +273 New
NFSG
175
Newbridge Financial Services Group
Florida
$12.8K – – –
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7
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