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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
201
TS Financial Group (TSFG)
Illinois
$15K – – –
HNB
202
Huntington National Bank
Ohio
$14.7K – – –
GEA
203
Glen Eagle Advisors
New Jersey
$14.1K – – –
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.7K +$13.6K +210 New
TC
205
Trust Company
Kansas
$13.5K – – –
ITIM
206
Indiana Trust & Investment Management
Indiana
$13.1K -$13.1K -201 -50%
MWM
207
Mascoma Wealth Management
New Hampshire
$12.3K +$12.3K +189 New
AWM
208
Abound Wealth Management
Tennessee
$9.78K – – –
AIC
209
Archer Investment Corporation
Indiana
$9.78K – – –
FRA
210
Front Row Advisors
California
$9.78K – – –
MFT
211
Moisand Fitzgerald Tamayo
Florida
$9.59K – – –
WTA
212
Washington Trust Advisors
Massachusetts
$8.61K -$3.9K -60 -31%
QCG
213
Quadrant Capital Group
Ohio
$8.22K – – –
CFGS
214
Concourse Financial Group Securities
Alabama
$8.02K – – –
HBW
215
Hazlett, Burt & Watson
West Virginia
$8K – – –
CAS
216
Coppell Advisory Solutions
Texas
$7.04K +$7.01K +108 New
CT
217
Colonial Trust
South Carolina
$6.79K – – –
GWP
218
Gen-Wealth Partners
Michigan
$5.28K – – –
FAM
219
Family Asset Management
South Carolina
$4.89K +$779 +12 +19%
VWM
220
Venturi Wealth Management
Texas
$4.3K – – –
NMG
221
New Millennium Group
Utah
$3.91K +$3.9K +60 New
EDRH
222
Edmond de Rothschild Holding
Switzerland
$3.13K – – –
KWAG
223
Kiely Wealth Advisory Group
North Carolina
$2.38K – – –
IGWM
224
ICA Group Wealth Management
Colorado
$2.15K -$70.7K -1,089 -97%
VAG
225
VisionPoint Advisory Group
Texas
$2.15K – – –
6 7 8
9
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