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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$44.9M +$1.47M +47,244 +3%
Bank of America
2
Bank of America
North Carolina
$41.1M +$3.05M +98,211 +8%
Morgan Stanley
3
Morgan Stanley
New York
$37.3M -$11M -353,313 -23%
PAG
4
Pinnacle Advisory Group
Maryland
$34.5M +$34.2M +1,099,992 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.7M +$3.09M +99,615 +18%
Wells Fargo
6
Wells Fargo
California
$17M +$1.54M +49,449 +10%
MMA
7
Miracle Mile Advisors
California
$12.9M +$12.8M +412,095 New
UBS Group
8
UBS Group
Switzerland
$10.8M +$1.58M +50,961 +17%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$9.59M +$2.11M +67,926 +29%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$9.53M +$9.49M +305,715 New
HF
11
Hoxton Financial
West Virginia
$9.49M +$175K +5,652 +2%
BHB
12
Bank Hapoalim BM
Israel
$9M +$8.63M +278,070 +2,990%
CA
13
Cumberland Advisors
Florida
$7.51M +$397K +12,780 +6%
Jane Street
14
Jane Street
New York
$6.68M +$5.16M +166,137 +354%
Citadel Advisors
15
Citadel Advisors
Florida
$5.68M – – –
HighTower Advisors
16
HighTower Advisors
Illinois
$5.41M +$5.35M +172,434 New
MCWS
17
McKinley Carter Wealth Services
West Virginia
$5.12M -$272K -8,748 -5%
ANTB
18
AMG National Trust Bank
Colorado
$5.07M +$32.7K +1,053 +0.7%
LPL Financial
19
LPL Financial
California
$4.22M +$802K +25,845 +24%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$3.46M +$111K +3,576 +3%
SI
21
Stephens Inc
Arkansas
$3.26M +$113K +3,654 +4%
MIAN
22
Mariner Independent Advisor Network
Kansas
$2.82M +$2.79M +89,949 New
GLRA
23
Gerald L. Ray & Associates
Texas
$2.82M +$35.1K +1,131 +1%
ACM
24
Avalon Capital Management
California
$2.76M +$2.74M +88,155 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$2.31M +$2.61K +84 +0.1%
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