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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
201
MBM Wealth Consultants
Missouri
$4K – – –
TFP
202
Tilia Fiduciary Partners
North Carolina
$3.62K – – –
VWM
203
Venturi Wealth Management
Texas
$3.32K +$3.6K +66 New
NMG
204
New Millennium Group
Utah
$3.02K – – –
AIM
205
Anchor Investment Management
South Carolina
$2.57K – – –
BA
206
Bellwether Advisors
Nebraska
$2.11K – – –
FHA
207
First Horizon Advisors
Tennessee
$2.02K – – –
ACA
208
Aptus Capital Advisors
Alabama
$1.66K -$12.3K -225 -87%
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.51K – – –
KFI
210
Key Financial Inc
Pennsylvania
$906 – – –
HF
211
HRT Financial
New York
– -$7.07M -134,688 Closed
LFGH
212
Lee Financial Group Hawaii
Hawaii
– -$4.17M -79,341 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
213
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.58M -30,000 Closed
WC
214
Westwind Capital
New Mexico
– -$1.21M -23,004 Closed
LGWM
215
Litman Gregory Wealth Management
California
– -$755K -14,385 Closed
AR
216
Apeiron RIA
Texas
– -$711K -13,548 Closed
Renaissance Technologies
217
Renaissance Technologies
New York
– -$599K -11,400 Closed
JIP
218
Jaffetilchin Investment Partners
Florida
– -$543K -10,341 Closed
CRI
219
Commonwealth Retirement Investments
Virginia
– -$492K -9,366 Closed
HSA
220
HBK Sorce Advisory
Pennsylvania
– -$424K -8,070 Closed
PCM
221
Pennsylvania Capital Management
Pennsylvania
– -$416K -7,473 Closed
CG
222
Colony Group
Massachusetts
– -$327K -6,231 Closed
MMA
223
Miracle Mile Advisors
California
– -$258K -4,917 Closed
SPC
224
Sigma Planning Corp
Michigan
– -$255K -4,848 Closed
DI
225
DFPG Investments
Utah
– -$258K -4,644 Closed
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