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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
$171M +$28M +517,905 +21%
Morgan Stanley
2
Morgan Stanley
New York
$82.9M +$6.23M +115,053 +9%
Goldman Sachs
3
Goldman Sachs
New York
$72.2M -$12.7M -233,850 -16%
Bank of America
4
Bank of America
North Carolina
$53.8M +$10.6M +196,122 +26%
RJA
5
Raymond James & Associates
Florida
$51.7M +$11.9M +219,858 +32%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$31.9M +$19.7M +363,843 +186%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$30.9M +$4.02M +74,235 +16%
Wells Fargo
8
Wells Fargo
California
$30.6M +$13.9M +256,734 +92%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$21.7M +$3.34M +61,797 +19%
UBS Group
10
UBS Group
Switzerland
$21.6M -$3.69M -68,268 -15%
CAM
11
Cresset Asset Management
Illinois
$21M -$8.28K -153 -0%
LPL Financial
12
LPL Financial
California
$19.6M +$1.03M +19,074 +6%
MW
13
Marks Wealth
Maryland
$18.8M +$17.8M +329,736 New
Citadel Advisors
14
Citadel Advisors
Florida
$17.1M +$1.42M +26,187 +10%
Truist Financial
15
Truist Financial
North Carolina
$14.5M +$2.26M +41,733 +20%
AS
16
Altshuler Shaham
Israel
$11.9M -$9.92M -183,414 -47%
LGA
17
Lebenthal Global Advisors
New York
$11.8M +$11.1M +205,866 New
Osaic Holdings
18
Osaic Holdings
Arizona
$10.7M +$5.93M +109,635 +141%
QA
19
Quantitative Advantage
Minnesota
$9.84M -$610K -11,268 -6%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$9.63M +$325K +6,003 +4%
FWCM
21
Ferguson Wellman Capital Management
Oregon
$9.21M -$4.32M -79,860 -33%
BCI
22
Brinker Capital Investments
Pennsylvania
$8.91M – – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$8.71M +$2.19M +40,449 +36%
BWFA
24
Baltimore-Washington Financial Advisors
Maryland
$8.54M -$70.6K -1,305 -0.9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.48M +$226K +4,173 +3%
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