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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$174M +$22.1M +352,923 +15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$150M +$5.07M +80,742 +4%
RJA
3
Raymond James & Associates
Florida
$132M +$11.6M +184,494 +10%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$131M +$8.12M +129,405 +7%
AAS
5
Annex Advisory Services
Wisconsin
$115M +$17.8M +283,377 +18%
RIG
6
RiverFront Investment Group
Virginia
$108M -$82M -1,306,641 -43%
Morgan Stanley
7
Morgan Stanley
New York
$102M +$1.38M +22,050 +1%
Truist Financial
8
Truist Financial
North Carolina
$100M +$4.18M +66,603 +4%
Goldman Sachs
9
Goldman Sachs
New York
$83.6M -$103K -1,647 -0.1%
WA
10
WestEnd Advisors
North Carolina
$71.4M – – –
Wells Fargo
11
Wells Fargo
California
$56.7M +$7.31M +116,517 +15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$48M +$4M +63,756 +9%
AS
13
Altshuler Shaham
Israel
$34.9M +$74.9M +1,192,902 +574%
UBS Group
14
UBS Group
Switzerland
$25M +$37.7K +600 +0.2%
CAM
15
Cresset Asset Management
Illinois
$23.2M +$85.1K +1,356 +0.4%
LPL Financial
16
LPL Financial
California
$22.8M -$2.71M -43,158 -11%
Citadel Advisors
17
Citadel Advisors
Florida
$19.4M -$2M -31,800 -9%
SFI
18
SPC Financial Inc
Maryland
$19.4M +$202K +3,222 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$16.7M +$385K +6,138 +2%
KA
20
Kozak & Associates
Colorado
$15.6M +$14.6M +232,452 New
Stifel Financial
21
Stifel Financial
Missouri
$15.5M +$1.79M +28,449 +13%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$13.8M +$3.27M +52,182 +31%
ASN
23
Advisory Services Network
Georgia
$12M +$1M +15,999 +9%
QA
24
Quantitative Advantage
Minnesota
$11.6M +$30.1K +480 +0.3%
PAG
25
Private Advisor Group
New Jersey
$11.3M +$5.15M +82,011 +84%
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