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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$73.5K +$73.3K +1,398 New
CAL
177
Capital Analysts LLC
Pennsylvania
$59K +$59K +1,125 New
S
178
SignatureFD
Georgia
$54.3K +$314 +6 +0.6%
SSC
179
Syverson Strege & Co
Iowa
$50.5K +$314 +6 +0.6%
TFS
180
TrustCore Financial Services
Tennessee
$49K – – –
CFGS
181
Concourse Financial Group Securities
Alabama
$43.9K -$7.39K -141 -14%
SWM
182
Spire Wealth Management
Virginia
$43K -$7.07K -135 -14%
CSWM
183
Cassady Schiller Wealth Management
Ohio
$31.5K +$31.4K +600 New
PA
184
Parallel Advisors
California
$26.5K +$26.3K +501 New
RA
185
Rise Advisors
New York
$26.2K +$157 +3 +0.6%
GT
186
Glenmede Trust
Pennsylvania
$25.4K – – –
HWMA
187
Heritage Wealth Management (Arizona)
Arizona
$24.9K +$21.1K +402 +558%
IIL
188
Insight Inv LLC
California
$23.6K – – –
SIC
189
Salem Investment Counselors
North Carolina
$23.6K – – –
LWP
190
Lumature Wealth Partners
Georgia
$23K -$8.65K -165 -27%
TFGT
191
TS Financial Group (TSFG)
Illinois
$21K – – –
AWM
192
Aspire Wealth Management
Massachusetts
$19.6K +$314 +6 +2%
CSPIA
193
Cary Street Partners Investment Advisory
Virginia
$18.9K +$18.9K +360 New
ZIG
194
Zullo Investment Group
Pennsylvania
$18.7K -$629 -12 -3%
TAM
195
Tucker Asset Management
Colorado
$18.1K – – –
SWA
196
SOA Wealth Advisors
New York
$17.2K +$157 +3 +0.9%
YDMI
197
Y.D. More Investments
Israel
$17.2K +$17.3K +330 New
WTA
198
Washington Trust Advisors
Massachusetts
$17K – – –
CIAS
199
Capital Investment Advisory Services
North Carolina
$16.8K +$16.8K +321 New
TSWM
200
Tyler-Stone Wealth Management
Ohio
$16K – – –
6 7
8
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