We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$288K +$38.7K +434 +16%
UBP
152
Union Bancaire Privee
Switzerland
$279K
SFM
153
Signet Financial Management
New Jersey
$277K -$27.1K -304 -9%
ICP
154
Interchange Capital Partners
Pennsylvania
$274K -$18.2K -204 -6%
BDF
155
Black Diamond Financial
Maryland
$270K
IAIM
156
International Assets Investment Management
Florida
$270K
CIA
157
Capital Investment Advisors
Georgia
$266K +$4.46K +50 +2%
FA
158
Fiduciary Alliance
South Carolina
$265K +$8.93K +100 +4%
SFS
159
Sowell Financial Services
Arkansas
$265K +$3.04K +34 +1%
YWS
160
Yarger Wealth Strategies
Ohio
$264K +$536 +6 +0.2%
CA
161
Clearstead Advisors
Ohio
$263K
MA
162
Mutual Advisors
Nebraska
$258K
PCM
163
Pointe Capital Management
Michigan
$257K +$17.9K +200 +8%
AC
164
AlphaCore Capital
California
$256K +$201K +2,251 +430%
AWM
165
Apollon Wealth Management
South Carolina
$252K
SFC
166
Swisher Financial Concepts
Ohio
$248K
DAS
167
Diversify Advisory Services
Utah
$244K +$357 +4 +0.2%
Corient Private Wealth
168
Corient Private Wealth
Florida
$244K +$8.03K +90 +4%
MGIA
169
Matthew Goff Investment Advisor
Texas
$240K +$145K +1,620 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$240K +$52.7K +590 +29%
DC
171
Davenport & Co
Virginia
$238K +$4.82K +54 +2%
QWP
172
Quotient Wealth Partners
Texas
$229K +$222K +2,486 New
USCWA
173
U.S. Capital Wealth Advisors
Texas
$226K
MC
174
Moors & Cabot
Massachusetts
$222K -$179 -2 -0.1%
AHC
175
Adell Harriman & Carpenter
Texas
$221K