We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
201
LeJeune Puetz Investment Counsel
Michigan
$157K
AWM
202
AllSquare Wealth Management
New York
$155K
FFA
203
Founders Financial Alliance
North Carolina
$152K +$17.4K +267 +13%
EAM
204
Erste Asset Management
Austria
$151K
William Blair & Company
205
William Blair & Company
Illinois
$150K +$196 +3 +0.1%
CFA
206
Carroll Financial Associates
North Carolina
$132K -$775K -11,895 -85%
S
207
SignatureFD
Georgia
$126K +$55.2K +846 +77%
QCG
208
Quadrant Capital Group
Ohio
$123K
CFGS
209
Concourse Financial Group Securities
Alabama
$120K +$10.4K +159 +9%
APA
210
American Portfolios Advisors
New York
$109K -$6.06K -93 -5%
MWC
211
MBM Wealth Consultants
Missouri
$87K -$31.9K -489 -27%
MCM
212
Manchester Capital Management
Vermont
$80K
HWA
213
Heritage Wealth Advisors
Virginia
$77K
AWM
214
Aspire Wealth Management
Massachusetts
$77K +$77.6K +1,191 New
GT
215
Glenmede Trust
Pennsylvania
$72K +$54.2K +831 +289%
TFO
216
Tarbox Family Office
California
$69K -$5.48K -84 -7%
SAM
217
Strategic Asset Management
Minnesota
$67K -$41.1K -630 -38%
SSC
218
Syverson Strege & Co
Iowa
$67K +$68.3K +1,047 New
PCG
219
Private Capital Group
Connecticut
$61K
TFS
220
TrustCore Financial Services
Tennessee
$60K
BCV
221
Banque Cantonale Vaudoise
Switzerland
$46K
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$45K -$49.1K -753 -52%
LWP
223
Lumature Wealth Partners
Georgia
$44K -$24.6K -378 -35%
GWSG
224
GPS Wealth Strategies Group
Colorado
$44K
AWMS
225
Advocacy Wealth Management Services
Georgia
$39K