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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
$187M +$1.89M +30,978 +1%
Bank of America
2
Bank of America
North Carolina
$150M +$90.8M +1,486,137 +158%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$142M +$107M +1,747,095 +312%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$121M +$96.3M +1,577,052 +416%
RJA
5
Raymond James & Associates
Florida
$118M +$61.7M +1,009,464 +112%
Morgan Stanley
6
Morgan Stanley
New York
$99.3M +$9.57M +156,723 +11%
AAS
7
Annex Advisory Services
Wisconsin
$95.5M +$94.5M +1,547,265 New
Truist Financial
8
Truist Financial
North Carolina
$94.3M +$77.8M +1,273,323 +501%
Goldman Sachs
9
Goldman Sachs
New York
$82.3M +$4.17M +68,268 +5%
WA
10
WestEnd Advisors
North Carolina
$59.1M – – –
Wells Fargo
11
Wells Fargo
California
$48.6M +$15.4M +251,850 +47%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$43.3M +$9.76M +159,693 +29%
LPL Financial
13
LPL Financial
California
$25.1M +$3.87M +63,384 +18%
UBS Group
14
UBS Group
Switzerland
$24.6M +$1.23M +20,088 +5%
CAM
15
Cresset Asset Management
Illinois
$22.8M +$91.6K +1,500 +0.4%
Citadel Advisors
16
Citadel Advisors
Florida
$21.1M +$2.59M +42,336 +14%
SFI
17
SPC Financial Inc
Maryland
$18.9M +$18.7M +306,402 New
Osaic Holdings
18
Osaic Holdings
Arizona
$16.1M +$4.42M +72,387 +39%
Stifel Financial
19
Stifel Financial
Missouri
$13.5M +$8.39M +137,322 +170%
AS
20
Altshuler Shaham
Israel
$12.8M -$35.6K -582 -0.3%
QA
21
Quantitative Advantage
Minnesota
$11.3M +$688K +11,262 +7%
ASN
22
Advisory Services Network
Georgia
$10.8M +$9.94M +162,657 +1,370%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$10.6M +$477K +7,800 +5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$10.3M +$7.03M +114,993 +219%
Ameriprise
25
Ameriprise
Minnesota
$9.79M +$6.19M +101,274 +177%
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