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iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$91.3M +$32.7M +604,539 +52%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76M +$38.7M +715,650 +94%
RIG
3
RiverFront Investment Group
Virginia
$70.1M -$6.32M -116,838 -7%
Morgan Stanley
4
Morgan Stanley
New York
$53.3M -$4.55M -84,075 -8%
Bank of America
5
Bank of America
North Carolina
$46.8M -$23.8M -440,292 -33%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$30.2M +$2.49M +46,092 +9%
RJA
7
Raymond James & Associates
Florida
$30.1M +$144K +2,661 +0.5%
Wells Fargo
8
Wells Fargo
California
$19.4M -$1.14M -21,018 -5%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$17M +$446K +8,250 +3%
LPL Financial
10
LPL Financial
California
$16.1M -$593K -10,968 -3%
UBS Group
11
UBS Group
Switzerland
$15.5M +$992K +18,348 +6%
CWM
12
Circle Wealth Management
New Jersey
$15.2M +$15.9M +294,600 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$14.3M -$408K -7,542 -3%
KA
14
Kozak & Associates
Colorado
$12.2M +$2.09M +38,571 +19%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$9.49M +$256K +4,737 +3%
Truist Financial
16
Truist Financial
North Carolina
$9.28M +$35K +648 +0.4%
FWCM
17
Ferguson Wellman Capital Management
Oregon
$9.06M -$129K -2,379 -1%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$9.01M -$769K -14,211 -8%
JP Morgan Chase
19
JP Morgan Chase
New York
$8.85M +$981K +18,141 +12%
AFG
20
Arkansas Financial Group
Arkansas
$7.4M -$43.5K -804 -0.6%
PAG
21
Private Advisor Group
New Jersey
$6.42M -$39.9K -738 -0.6%
SA
22
SAM Advisors
California
$6.34M -$87.5K -1,617 -1%
HCP
23
Holt Capital Partners
Texas
$6.11M -$220K -4,065 -3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$6.1M -$28.7K -531 -0.4%
HCMG
25
Howard Capital Management Group
California
$5.75M +$87.6K +1,620 +1%
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