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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62.6M +$37.1M +813,330 +80%
Goldman Sachs
2
Goldman Sachs
New York
$61.7M +$510K +11,181 +0.6%
RIG
3
RiverFront Investment Group
Virginia
$45.2M -$27.5M -601,968 -20%
Bank of America
4
Bank of America
North Carolina
$42.7M +$3.74M +81,864 +7%
RJA
5
Raymond James & Associates
Florida
$22.8M -$14.3M -314,172 -32%
CAM
6
Cresset Asset Management
Illinois
$18M – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.6M -$4.58M -100,266 -18%
MCWS
8
McKinley Carter Wealth Services
West Virginia
$14.5M +$1.34M +29,349 +7%
FWCM
9
Ferguson Wellman Capital Management
Oregon
$12.1M -$3.64M -79,650 -18%
LPL Financial
10
LPL Financial
California
$10.5M -$4.13M -90,414 -23%
UBS Group
11
UBS Group
Switzerland
$10.4M +$454K +9,951 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$9.7M +$1.18M +25,776 +10%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$8.89M -$5.58M -122,334 -32%
Wells Fargo
14
Wells Fargo
California
$6.81M -$7.23M -158,334 -44%
BWFA
15
Baltimore-Washington Financial Advisors
Maryland
$6.28M +$9.99K +219 +0.1%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$6.06M +$264K +5,793 +3%
Truist Financial
17
Truist Financial
North Carolina
$5.97M -$3.55M -77,793 -31%
BCI
18
Brinker Capital Investments
Pennsylvania
$5.34M – – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.64M +$5.8M +127,170 +1,500%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.67M -$1.51M -33,015 -24%
RW
21
RVW Wealth
California
$3.55M -$7.06M -154,800 -60%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$3.37M -$37K -810 -0.8%
CS
23
Credit Suisse
Switzerland
$3.31M +$4.41M +96,570 New
HIIFS
24
Harel Insurance Investments & Financial Services
Israel
$3.24M -$27.4K -600 -0.6%
SI
25
Stephens Inc
Arkansas
$2.97M -$2.92M -63,999 -42%
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