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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
251
Sandy Spring Bank
Maryland
$98.6K +$150 +2 +0.2%
FAM
252
Family Asset Management
South Carolina
$97K +$96.3K +1,285 New
PMFA
253
Plante Moran Financial Advisors
Michigan
$93.9K +$93.2K +1,244 New
WT
254
Washington Trust
Rhode Island
$93K – – –
ASN
255
Advisory Services Network
Georgia
$91.1K +$90.5K +1,207 New
CWM
256
Compass Wealth Management
Connecticut
$86.8K +$86.2K +1,150 New
HDIM
257
Hanson & Doremus Investment Management
Vermont
$84K – – –
TFGT
258
TS Financial Group (TSFG)
Illinois
$81K – – –
AF
259
Allworth Financial
California
$80.1K -$25K -334 -24%
BWA
260
BDO Wealth Advisors
Florida
$80K – – –
WT
261
Whittier Trust
California
$79.2K – – –
IBOK
262
Independence Bank of Kentucky
Kentucky
$72K – – –
CTA
263
Colonial Trust Advisors
South Carolina
$69.8K +$69.3K +925 New
AA
264
AlphaMark Advisors
Kentucky
$59K +$5.7K +76 +11%
HI
265
Harbour Investments
Wisconsin
$58.8K -$3.97K -53 -6%
LWP
266
Lumature Wealth Partners
Georgia
$57.4K – – –
MAWCM
267
Mine & Arao Wealth Creation & Management
California
$56.6K +$525 +7 +0.9%
AAP
268
Arax Advisory Partners
Colorado
$55.3K +$300 +4 +0.5%
AIM
269
Anchor Investment Management
South Carolina
$53.2K – – –
TFS
270
TrustCore Financial Services
Tennessee
$49.1K – – –
CSC
271
Caldwell Sutter Capital
California
$48.4K +$48K +641 New
CFGS
272
Concourse Financial Group Securities
Alabama
$47.9K +$11.8K +157 +33%
JWA
273
JFS Wealth Advisors
Pennsylvania
$46.2K +$899 +12 +2%
HCP
274
Hexagon Capital Partners
Arkansas
$45.3K – – –
RA
275
Rise Advisors
New York
$44.4K +$225 +3 +0.5%
9 10
11
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