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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
226
Allworth Financial
California
$79.4K – – –
WT
227
Whittier Trust
California
$78.5K – – –
S
228
SignatureFD
Georgia
$75.6K -$76.5K -993 -50%
RIA
229
Realta Investment Advisors
Delaware
$75.3K -$19.3K -250 -20%
CWM
230
Compass Wealth Management
Connecticut
$74.8K – – –
CTA
231
Colonial Trust Advisors
South Carolina
$69.2K – – –
IBOK
232
Independence Bank of Kentucky
Kentucky
$66.5K -$5.01K -65 -7%
FAM
233
Family Asset Management
South Carolina
$62.2K -$19.7K -255 -23%
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.5K – – –
SWM
235
Spire Wealth Management
Virginia
$58.2K -$38.4K -498 -39%
PWA
236
Provenance Wealth Advisors
Florida
$57.4K +$59.2K +768 New
AAP
237
Arax Advisory Partners
Colorado
$55.1K – – –
MAWCM
238
Mine & Arao Wealth Creation & Management
California
$53.7K -$2.93K -38 -5%
WTA
239
Washington Trust Advisors
Massachusetts
$48.6K +$50.1K +650 New
CSC
240
Caldwell Sutter Capital
California
$47.9K – – –
CFGS
241
Concourse Financial Group Securities
Alabama
$47.7K – – –
JWA
242
JFS Wealth Advisors
Pennsylvania
$46.1K – – –
PB
243
Pinnacle Bancorp
Nebraska
$44.9K – – –
HCP
244
Hexagon Capital Partners
Arkansas
$44.9K – – –
MTIC
245
Missouri Trust & Investment Company
Missouri
$44.9K – – –
RA
246
Rise Advisors
New York
$44.4K – – –
DFA
247
DHJJ Financial Advisors
Illinois
$44.3K +$45.7K +593 New
HI
248
Harbour Investments
Wisconsin
$41.3K -$12.6K -163 -23%
WPA
249
West Paces Advisors
Georgia
$41.1K – – –
AWM
250
AllSquare Wealth Management
New York
$39.9K -$61.7K -800 -60%
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