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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
251
Lighthouse Financial
Florida
$472K – – –
RWP
252
RWA Wealth Partners
Massachusetts
$471K – – –
CW
253
CreativeOne Wealth
Kansas
$467K -$237K -2,104 -35%
SFPG
254
Stonebridge Financial Planning Group
Florida
$459K -$59.2K -525 -12%
SC
255
Savant Capital
Illinois
$457K -$76K -674 -15%
SS
256
Sunbelt Securities
Texas
$457K -$98.6K -875 -17%
AHC
257
Adell Harriman & Carpenter
Texas
$454K – – –
RFA
258
Rollins Financial Advisors
New York
$452K -$22.5K -200 -5%
TWM
259
Triton Wealth Management
Arizona
$450K +$410K +3,638 New
AF
260
Apollon Financial
South Carolina
$449K – – –
NP
261
NorthRock Partners
Minnesota
$448K – – –
HWA
262
HCR Wealth Advisors
California
$439K -$563 -5 -0.1%
WIA
263
World Investment Advisors
California
$439K -$4.96K -44 -1%
IF
264
Ironwood Financial
Arizona
$435K – – –
CPA
265
Cathy Pareto & Associates
Florida
$434K -$57.7K -512 -12%
CWA
266
Cascade Wealth Advisors
Washington
$428K -$26.3K -233 -6%
CIA
267
Capital Investment Advisors
Georgia
$428K -$15.6K -138 -4%
SWP
268
Strategic Wealth Partners
Ohio
$419K +$390K +3,462 New
DI
269
DAGCO Inc
Ohio
$417K -$45.8K -406 -11%
FFN
270
Focus Financial Network
Minnesota
$411K – – –
CWA
271
Capital Wealth Alliance
Arizona
$410K – – –
COCM
272
Charter Oak Capital Management
New Hampshire
$407K -$43.3K -384 -10%
OC
273
Oppenheimer & Co
New York
$404K – – –
SHF
274
Safe Harbor Fiduciary
Florida
$402K +$372K +3,302 +15,724%
AB
275
Atlas Brown
Kentucky
$401K +$1.13K +10 +0.3%
9 10
11
12 13