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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
251
Capital Asset Advisory Services
Michigan
$51K – – –
HCP
252
Hexagon Capital Partners
Arkansas
$49K – – –
RIM
253
Rockbridge Investment Management
New York
$49K – – –
BFEC
254
Benjamin F. Edwards & Company
Missouri
$49K +$33.8K +420 +233%
SCA
255
Stuart Chaussee & Associates
California
$49K +$48.2K +600 New
PCFFS
256
Pacific Center for Financial Services
California
$47K – – –
CFA
257
Carroll Financial Associates
North Carolina
$46K -$130K -1,621 -74%
JPLA
258
Joseph P. Lucia & Associates
New York
$46K – – –
FHA
259
First Horizon Advisors
Tennessee
$45K -$1.13K -14 -2%
FPW
260
Flagship Private Wealth
Massachusetts
$44.8K – – –
SWM
261
Sugarloaf Wealth Management
Georgia
$34K -$747K -9,296 -96%
KFS
262
Kelly Financial Services
Massachusetts
$32.7K +$32.4K +403 New
FP
263
Financial Perspectives
Minnesota
$32.3K – – –
MIM
264
MTM Investment Management
South Carolina
$32K – – –
JCM
265
Jacobi Capital Management
Pennsylvania
$27K +$26.9K +335 New
BAM
266
Barrett Asset Management
New York
$26K – – –
NFSG
267
Newbridge Financial Services Group
Florida
$26K +$9.64K +120 +60%
BA
268
Ballast Advisors
Minnesota
$25K – – –
CFFP
269
Center for Financial Planning
Michigan
$25K – – –
PA
270
Parallel Advisors
California
$24K – – –
PB
271
Pinnacle Bancorp
Nebraska
$23K – – –
AWM
272
Atticus Wealth Management
Florida
$21K +$161 +2 +0.8%
NSIM
273
North Star Investment Management
Illinois
$20K – – –
RIA
274
RPG Investment Advisory
California
$20K – – –
MA
275
MUFG Americas
New York
$19K – – –
9 10
11
12 13