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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$121M -$2.1M -46,479 -2%
Goldman Sachs
2
Goldman Sachs
New York
$81.7M +$40.4K +897 +0%
Bank of America
3
Bank of America
North Carolina
$53.5M -$1.87M -41,385 -3%
Morgan Stanley
4
Morgan Stanley
New York
$48.4M -$2.36M -52,428 -5%
RJA
5
Raymond James & Associates
Florida
$38.1M -$273K -6,054 -0.7%
CAM
6
Cresset Asset Management
Illinois
$24M – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20M -$56.4K -1,251 -0.3%
FWCM
8
Ferguson Wellman Capital Management
Oregon
$19.8M -$12.2K -270 -0.1%
MCWS
9
McKinley Carter Wealth Services
West Virginia
$18.1M -$195K -4,332 -1%
LPL Financial
10
LPL Financial
California
$17.7M +$2.35M +52,041 +15%
Wells Fargo
11
Wells Fargo
California
$16.2M -$1.07M -23,808 -6%
Citadel Advisors
12
Citadel Advisors
Florida
$14.7M +$3.24M +71,919 +29%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$14M -$1.59M -35,295 -10%
UBS Group
14
UBS Group
Switzerland
$13.4M -$2.6M -57,744 -16%
RW
15
RVW Wealth
California
$11.8M -$727K -16,131 -6%
NSLI
16
Nan Shan Life Insurance
Taiwan
$9.23M – – –
BTS
17
BB&T Securities
Virginia
$8.11M -$171K -3,804 -2%
QA
18
Quantitative Advantage
Minnesota
$8.1M +$727K +16,137 +10%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$7.54M +$17.4K +387 +0.2%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$7.24M -$63.7K -1,413 -0.9%
BCI
21
Brinker Capital Investments
Pennsylvania
$7.09M – – –
SI
22
Stephens Inc
Arkansas
$6.79M +$3M +66,519 +80%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.71M -$3.66M -81,207 -35%
CAM
24
Cypress Asset Management
Texas
$6.29M -$342K -7,590 -5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.44M +$135K +2,988 +3%
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