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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
276
Harbour Investments
Wisconsin
$318K +$176K +1,583 +122%
KWA
277
Kellett Wealth Advisors
Ohio
$315K +$13.4K +120 +4%
JSL
278
JT Stratford LLC
Georgia
$312K – – –
SAF
279
Smith Anglin Financial
Texas
$310K +$312K +2,799 New
LFG
280
Larson Financial Group
Missouri
$309K +$2.78K +25 +0.9%
WHC
281
Wulff, Hansen & Co
California
$307K – – –
IAA
282
Independent Advisor Alliance
North Carolina
$306K +$308K +2,764 New
IAG
283
Investment Advisory Group
Massachusetts
$302K -$8.8K -79 -3%
CIC
284
Carnegie Investment Counsel
Ohio
$300K – – –
MEG
285
Millstone Evans Group
Colorado
$299K +$301K +2,706 New
IIA
286
IPG Investment Advisors
California
$296K +$65.4K +587 +28%
GL
287
Graypoint LLC
New York
$294K +$296K +2,656 New
CA
288
Clearstead Advisors
Ohio
$293K – – –
RIA
289
Regal Investment Advisors
Michigan
$292K – – –
DAS
290
Dynamic Advisor Solutions
Arizona
$290K -$64.8K -582 -18%
FWCM
291
Ferguson Wellman Capital Management
Oregon
$290K – – –
CL
292
Choreo LLC
Illinois
$285K +$22.3K +200 +8%
DWM
293
Dakota Wealth Management
Florida
$283K – – –
HNWAG
294
High Net Worth Advisory Group
Florida
$276K – – –
PIN
295
Prudent Investors Network
California
$271K -$81.8K -735 -23%
FA
296
Financial Alternatives
California
$266K – – –
WTC
297
WhitTier Trust Company
Nevada
$263K -$23.4K -210 -8%
TA
298
TrueWealth Advisors
Alabama
$262K -$1.67K -15 -0.6%
SFA
299
Sequoia Financial Advisors
Ohio
$255K +$257K +2,309 New
MCC
300
Money Concepts Capital
Florida
$254K +$22.6K +203 +10%
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