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iShares US Consumer Discretionary ETF
IYC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
201
Montag & Associates
Georgia
$61.5K – – –
CA
202
Clearstead Advisors
Ohio
$57.9K – – –
AEPWM
203
Atlantic Edge Private Wealth Management
Florida
$51.2K – – –
HI
204
Harbour Investments
Wisconsin
$49.8K -$15.5K -162 -22%
FFA
205
Founders Financial Alliance
North Carolina
$48.9K +$37.8K +396 +252%
SWA
206
SOA Wealth Advisors
New York
$43.8K +$95 +1 +0.2%
GTAM
207
Global Trust Asset Management
Florida
$43.3K -$99.2K -1,040 -68%
EPIME
208
Evelyn Partners Investment Management (Europe)
$35.3K – – –
FIM
209
FWL Investment Management
Texas
$35.3K – – –
BTI
210
Blue Trust Inc
Georgia
$33.1K – – –
TCOV
211
Trust Company of Vermont
Vermont
$32.6K +$35.2K +369 New
SIS
212
Sound Income Strategies
Florida
$32.1K +$34.6K +363 New
PTC
213
Private Trust Company
Ohio
$31.1K -$7.83K -82 -19%
DCM
214
Davis Capital Management
Florida
$30.7K – – –
TCM
215
TruNorth Capital Management
Michigan
$29.1K – – –
SC
216
SouthState Corp
Florida
$28.3K – – –
CW
217
Cooksen Wealth
Texas
$28K +$32.5K +341 New
TWC
218
TD Waterhouse Canada
Ontario, Canada
$26.7K -$4.68K -49 -14%
CTA
219
Colonial Trust Advisors
South Carolina
$22.5K – – –
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.3K – – –
WPA
221
West Paces Advisors
Georgia
$18.5K – – –
FGAM
222
Financial Gravity Asset Management
Texas
$18K +$19.5K +204 New
CTC
223
Central Trust Company
Missouri
$17.7K – – –
NS
224
NBC Securities
Alabama
$17K +$19.1K +200 New
RDFA
225
Ritter Daniher Financial Advisory
Ohio
$16.8K – – –
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9
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