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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
$178M -$1.21M -18,501 -0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$177M +$23.3M +357,057 +15%
RJA
3
Raymond James & Associates
Florida
$144M +$9.03M +138,537 +7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$138M +$3.41M +52,275 +3%
AAS
5
Annex Advisory Services
Wisconsin
$115M -$2.71M -41,499 -2%
Morgan Stanley
6
Morgan Stanley
New York
$115M +$10.2M +156,057 +10%
Truist Financial
7
Truist Financial
North Carolina
$99.8M -$2.86M -43,911 -3%
Goldman Sachs
8
Goldman Sachs
New York
$82M -$3.75M -57,537 -4%
WA
9
WestEnd Advisors
North Carolina
$77.3M +$78.3M +1,201,251 New
Wells Fargo
10
Wells Fargo
California
$59.5M +$1.4M +21,540 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$51.1M +$1.91M +29,367 +4%
UBS Group
12
UBS Group
Switzerland
$26.4M +$813K +12,471 +3%
EF
13
Empowered Funds
Pennsylvania
$26.2M +$26.5M +407,175 New
LPL Financial
14
LPL Financial
California
$24.7M +$1.24M +19,095 +5%
CAM
15
Cresset Asset Management
Illinois
$23.8M – – –
RIG
16
RiverFront Investment Group
Virginia
$20.4M -$91.5M -1,403,850 -82%
SFI
17
SPC Financial Inc
Maryland
$20.1M +$193K +2,967 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$19.1M +$2.02M +30,927 +12%
Stifel Financial
19
Stifel Financial
Missouri
$15M -$914K -14,016 -6%
KA
20
Kozak & Associates
Colorado
$15M +$1.72M +26,337 +11%
ASN
21
Advisory Services Network
Georgia
$13.1M +$890K +13,656 +7%
QA
22
Quantitative Advantage
Minnesota
$12.6M +$729K +11,178 +6%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$11.7M +$440K +6,744 +4%
AssetMark Inc
24
AssetMark Inc
California
$10.5M +$602K +9,228 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$10.4M +$484K +7,425 +5%
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