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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
276
Bare Financial Services
Pennsylvania
$58.8K +$53.6K +688 New
CSC
277
Caldwell Sutter Capital
California
$54.7K – – –
CFGS
278
Concourse Financial Group Securities
Alabama
$54.2K – – –
JWA
279
JFS Wealth Advisors
Pennsylvania
$53.2K +$468 +6 +1%
IBOK
280
Independence Bank of Kentucky
Kentucky
$52.5K -$21.4K -275 -31%
PB
281
Pinnacle Bancorp
Nebraska
$51.3K – – –
HCP
282
Hexagon Capital Partners
Arkansas
$51.2K – – –
MTIC
283
Missouri Trust & Investment Company
Missouri
$51.2K – – –
DFA
284
DHJJ Financial Advisors
Illinois
$50.6K – – –
CCA
285
Criterion Capital Advisors
Tennessee
$48.1K +$43.9K +563 New
HI
286
Harbour Investments
Wisconsin
$47.2K – – –
WPA
287
West Paces Advisors
Georgia
$47K – – –
CT
288
Colonial Trust
South Carolina
$42.7K – – –
CTC
289
Central Trust Company
Missouri
$41K – – –
WIM
290
Westside Investment Management
California
$39.9K – – –
AGWCA
291
Annis Gardner Whiting Capital Advisors
Florida
$39.1K – – –
SR
292
Syntax Research
Florida
$34.5K – – –
KFS
293
Kelly Financial Services
Massachusetts
$34.3K +$312 +4 +1%
RA
294
Rise Advisors
New York
$34.1K -$15.2K -195 -33%
SWM
295
Sugarloaf Wealth Management
Georgia
$32.5K – – –
RIL
296
Rothschild Investment LLC
Illinois
$32.1K +$29.3K +376 New
FP
297
Financial Perspectives
Minnesota
$29.5K – – –
IA
298
IFP Advisors
Florida
$28.5K +$23.3K +299 +854%
CFFP
299
Center for Financial Planning
Michigan
$26.5K – – –
BWL
300
Bogart Wealth LLC
Virginia
$26.5K – – –
10 11
12
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