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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
251
Colonial Trust
South Carolina
$37.4K – – –
CTC
252
Central Trust Company
Missouri
$35.9K – – –
WIM
253
Westside Investment Management
California
$34.9K – – –
AGWCA
254
Annis Gardner Whiting Capital Advisors
Florida
$34.4K +$35.3K +458 New
PA
255
Parallel Advisors
California
$32.9K – – –
SR
256
Syntax Research
Florida
$30.2K +$31.1K +404 New
KFS
257
Kelly Financial Services
Massachusetts
$29.7K – – –
SWM
258
Sugarloaf Wealth Management
Georgia
$28.4K – – –
FP
259
Financial Perspectives
Minnesota
$25.8K -$4.08K -53 -13%
BWL
260
Bogart Wealth LLC
Virginia
$23.2K – – –
CFFP
261
Center for Financial Planning
Michigan
$23.2K – – –
ATC
262
Adirondack Trust Company
New York
$22.4K – – –
MIM
263
MTM Investment Management
South Carolina
$22.4K – – –
HT
264
Headlands Technologies
Illinois
$22.4K +$23.1K +300 New
NC
265
NewSquare Capital
Pennsylvania
$22.1K – – –
BFEC
266
Benjamin F. Edwards & Company
Missouri
$21K – – –
NMG
267
New Millennium Group
Utah
$20.3K – – –
AWM
268
Atticus Wealth Management
Florida
$19.9K – – –
AWM
269
Aspire Wealth Management
Massachusetts
$19.4K – – –
NSIM
270
North Star Investment Management
Illinois
$19K – – –
AIM
271
Anchor Investment Management
South Carolina
$17.7K – – –
PCFFS
272
Pacific Center for Financial Services
California
$17.6K – – –
SSWM
273
Sheets Smith Wealth Management
North Carolina
$16.4K +$16.9K +219 New
LWANC
274
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.1K – – –
NRC
275
New Republic Capital
North Carolina
$16.1K – – –
9 10
11
12 13