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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
$50.4M -$1.42M -50,796 -3%
Morgan Stanley
2
Morgan Stanley
New York
$34M +$1.62M +57,891 +5%
Bank of America
3
Bank of America
North Carolina
$33.8M -$4.26M -152,604 -11%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$15.2M – – –
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.59M +$4.87M +174,318 +95%
UCFA
6
United Capital Financial Advisors
Texas
$8.22M +$8.5M +304,413 New
CS
7
Credit Suisse
Switzerland
$8.13M +$1.71M +61,305 +25%
Citadel Advisors
8
Citadel Advisors
Florida
$8.08M -$1.35M -48,405 -14%
UBS Group
9
UBS Group
Switzerland
$7.76M +$419 +15 +0%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.69M -$3.92M -140,505 -36%
BHB
11
Bank Hapoalim BM
Israel
$6.12M +$6.36M +227,805 New
Millennium Management
12
Millennium Management
New York
$5.49M +$5.71M +204,300 New
Wells Fargo
13
Wells Fargo
California
$5.47M -$1.71M -61,254 -23%
LPL Financial
14
LPL Financial
California
$4.37M -$5.07M -181,680 -52%
MCWS
15
McKinley Carter Wealth Services
West Virginia
$3.49M +$167K +5,985 +5%
SI
16
Stephens Inc
Arkansas
$2.58M +$39.1K +1,401 +1%
SG Americas Securities
17
SG Americas Securities
New York
$2.37M +$2.3M +82,200 +1,370%
SG
18
Societe Generale
$2.37M +$2.46M +88,200 New
GLRA
19
Gerald L. Ray & Associates
Texas
$2.35M +$28.5K +1,020 +1%
BCI
20
Brinker Capital Investments
Pennsylvania
$2.22M +$209K +7,500 +10%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$1.97M +$11.6K +414 +0.6%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1.88M -$680K -24,342 -26%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.83M -$115K -4,134 -6%
SC
24
Scotia Capital
Ontario, Canada
$1.74M +$688K +24,627 +61%
SB
25
Suntrust Banks
Georgia
$1.72M +$178K +6,360 +11%
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