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iShares US Consumer Discretionary ETF
IYC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Clearstead Advisors
Ohio
$57.9K – – –
AEPWM
202
Atlantic Edge Private Wealth Management
Florida
$51.2K – – –
HI
203
Harbour Investments
Wisconsin
$49.8K -$15.5K -162 -22%
FFA
204
Founders Financial Alliance
North Carolina
$48.9K +$37.8K +396 +252%
SWA
205
SOA Wealth Advisors
New York
$43.8K +$95 +1 +0.2%
GTAM
206
Global Trust Asset Management
Florida
$43.3K -$99.2K -1,040 -68%
EPIME
207
Evelyn Partners Investment Management (Europe)
$35.3K – – –
FIM
208
FWL Investment Management
Texas
$35.3K – – –
BTI
209
Blue Trust Inc
Georgia
$33.1K – – –
TCOV
210
Trust Company of Vermont
Vermont
$32.6K +$35.2K +369 New
SIS
211
Sound Income Strategies
Florida
$32.1K +$34.6K +363 New
PTC
212
Private Trust Company
Ohio
$31.1K -$7.83K -82 -19%
DCM
213
Davis Capital Management
Florida
$30.7K – – –
TCM
214
TruNorth Capital Management
Michigan
$29.1K – – –
SC
215
SouthState Corp
Florida
$28.3K – – –
CW
216
Cooksen Wealth
Texas
$28K +$32.5K +341 New
TWC
217
TD Waterhouse Canada
Ontario, Canada
$26.7K -$4.68K -49 -14%
CTA
218
Colonial Trust Advisors
South Carolina
$22.5K – – –
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.3K – – –
WPA
220
West Paces Advisors
Georgia
$18.5K – – –
FGAM
221
Financial Gravity Asset Management
Texas
$18K +$19.5K +204 New
CTC
222
Central Trust Company
Missouri
$17.7K – – –
NS
223
NBC Securities
Alabama
$17K +$19.1K +200 New
RDFA
224
Ritter Daniher Financial Advisory
Ohio
$16.8K – – –
AT
225
Arlington Trust
Alabama
$15.5K – – –
7 8
9
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