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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
201
Hopwood Financial Services
Virginia
$56.4K -$3.89K -49 -7%
CFP
202
Comprehensive Financial Planning
Pennsylvania
$55.2K +$159 +2 +0.3%
PA
203
Parallel Advisors
California
$53.3K +$79 +1 +0.2%
PS
204
Principal Securities
Iowa
$53.2K -$426K -5,375 -90%
FFA
205
Founders Financial Alliance
North Carolina
$51.3K -$133K -1,674 -74%
3IP
206
3Chopt Investment Partners
Virginia
$49.6K -$55.8K -703 -55%
PTC
207
Private Trust Company
Ohio
$48.8K -$46.8K -590 -51%
AWM
208
AE Wealth Management
Kansas
$46.9K +$1.59K +20 +4%
TSMHT
209
Thurston Springer Miller Herd & Titak
Indiana
$45.7K – – –
PWA
210
Physician Wealth Advisors
Utah
$45.3K +$79 +1 +0.2%
AC
211
AlphaCore Capital
California
$44.7K +$38.2K +481 +1,173%
SIC
212
Salem Investment Counselors
North Carolina
$38.5K – – –
EWM
213
Evolution Wealth Management
Florida
$35.7K +$33.1K +417 New
HIA
214
Harbor Investment Advisory
Maryland
$32.8K +$8.96K +113 +42%
WPA
215
West Paces Advisors
Georgia
$31.1K +$28.8K +363 New
FC
216
Fairscale Capital
New Hampshire
$29.8K – – –
SWA
217
SOA Wealth Advisors
New York
$29.1K +$79 +1 +0.3%
FFA
218
Frazier Financial Advisors
Ohio
$29K – – –
AGWCA
219
Annis Gardner Whiting Capital Advisors
Florida
$26.2K +$24.3K +306 New
RF
220
Roxbury Financial
New Jersey
$25.8K – – –
PSFG
221
Park Square Financial Group
Georgia
$25.7K – – –
SWP
222
Strategic Wealth Partners
Ohio
$25.7K +$23.8K +300 New
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.4K – – –
CAL
224
Capital Advisors Ltd
Ohio
$22K – – –
NFSG
225
Newbridge Financial Services Group
Florida
$21.4K – – –
7 8
9
10 11