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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
276
Banque Cantonale Vaudoise
Switzerland
$44K – – –
MHR
277
Matthew Hamilton Rosenberg
$42.9K – – –
ZIG
278
Zullo Investment Group
Pennsylvania
$41.2K +$375 +5 +0.9%
TFP
279
Tilia Fiduciary Partners
North Carolina
$39.8K +$225 +3 +0.6%
CT
280
Colonial Trust
South Carolina
$37.7K +$37.5K +500 New
PB
281
Pinnacle Bancorp
Nebraska
$37K – – –
CTC
282
Central Trust Company
Missouri
$36.2K +$36K +480 New
ATC
283
Adirondack Trust Company
New York
$35.5K – – –
PA
284
Parallel Advisors
California
$33.2K – – –
KM
285
Kalos Management
Georgia
$32.2K +$32K +427 New
SWM
286
Sugarloaf Wealth Management
Georgia
$31.7K – – –
FP
287
Financial Perspectives
Minnesota
$30.1K – – –
KFS
288
Kelly Financial Services
Massachusetts
$29.7K +$150 +2 +0.5%
EWA
289
EverSource Wealth Advisors
Alabama
$28.2K +$28K +374 New
EE
290
EWG Elevate
California
$24.3K +$24.1K +322 New
CFFP
291
Center for Financial Planning
Michigan
$23.4K – – –
BWL
292
Bogart Wealth LLC
Virginia
$23.4K +$23.2K +310 New
MIM
293
MTM Investment Management
South Carolina
$22.6K -$6.75K -90 -23%
IFAM
294
Institutional & Family Asset Management
Colorado
$22.6K – – –
GRP
295
Global Retirement Partners
California
$20.3K – – –
SWM
296
Spire Wealth Management
Virginia
$20K -$320K -4,274 -94%
AWM
297
Atticus Wealth Management
Florida
$19.9K +$225 +3 +1%
AWM
298
Aspire Wealth Management
Massachusetts
$19.6K – – –
NSIM
299
North Star Investment Management
Illinois
$19.1K – – –
LWANC
300
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.3K – – –
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