We are live on ! Find out more
IYF icon

iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
251
Adirondack Trust Company
New York
$33.4K – – –
WIM
252
Westside Investment Management
California
$33.2K +$77 +1 +0.2%
PA
253
Parallel Advisors
California
$31.3K – – –
KM
254
Kalos Management
Georgia
$30.4K – – –
SWM
255
Sugarloaf Wealth Management
Georgia
$29.9K – – –
WP
256
WealthPLAN Partners
Nebraska
$29.5K +$31.8K +414 New
FP
257
Financial Perspectives
Minnesota
$28.3K – – –
KFS
258
Kelly Financial Services
Massachusetts
$28.1K +$154 +2 +0.5%
EWA
259
EverSource Wealth Advisors
Alabama
$26.6K – – –
GRP
260
Global Retirement Partners
California
$22.6K +$4.08K +53 +20%
CFFP
261
Center for Financial Planning
Michigan
$22.1K – – –
BWL
262
Bogart Wealth LLC
Virginia
$22.1K – – –
MIM
263
MTM Investment Management
South Carolina
$21.3K – – –
NC
264
NewSquare Capital
Pennsylvania
$21.1K +$11.1K +144 +95%
AWM
265
Atticus Wealth Management
Florida
$18.8K +$77 +1 +0.4%
AWM
266
Aspire Wealth Management
Massachusetts
$18.5K – – –
NSIM
267
North Star Investment Management
Illinois
$18K +$77 +1 +0.4%
PCFFS
268
Pacific Center for Financial Services
California
$16.8K +$18.1K +236 New
LWANC
269
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.4K – – –
NRC
270
New Republic Capital
North Carolina
$15.3K +$16.5K +215 New
AA
271
AlphaMark Advisors
Kentucky
$14K -$44.3K -576 -74%
BFEC
272
Benjamin F. Edwards & Company
Missouri
$14K – – –
RLIM
273
Red Lighthouse Investment Management
New York
$13.1K – – –
PA
274
PSI Advisors
Florida
$11.4K – – –
CAL
275
Capital Analysts LLC
Pennsylvania
$11K – – –
9 10
11
12 13