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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
301
Hexagon Capital Partners
Arkansas
$57.4K – – –
MTIC
302
Missouri Trust & Investment Company
Missouri
$57.4K – – –
DFA
303
DHJJ Financial Advisors
Illinois
$56.7K – – –
CCA
304
Criterion Capital Advisors
Tennessee
$54.1K +$178 +2 +0.4%
IBOK
305
Independence Bank of Kentucky
Kentucky
$53.1K -$5.34K -60 -10%
SWM
306
Spire Wealth Management
Virginia
$52.2K -$15.4K -173 -24%
NFSG
307
Newbridge Financial Services Group
Florida
$50.8K -$130K -1,455 -73%
CT
308
Colonial Trust
South Carolina
$47.8K – – –
CTC
309
Central Trust Company
Missouri
$45.9K – – –
AGWCA
310
Annis Gardner Whiting Capital Advisors
Florida
$43.8K – – –
SR
311
Syntax Research
Florida
$38.6K – – –
KFS
312
Kelly Financial Services
Massachusetts
$38.5K +$89 +1 +0.2%
RA
313
Rise Advisors
New York
$38.3K +$89 +1 +0.3%
SWM
314
Sugarloaf Wealth Management
Georgia
$36.3K – – –
WIM
315
Westside Investment Management
California
$35.9K -$8.11K -91 -20%
FP
316
Financial Perspectives
Minnesota
$33K – – –
GTAM
317
Global Trust Asset Management
Florida
$32K +$13.4K +150 +81%
IA
318
IFP Advisors
Florida
$31.9K – – –
FFA
319
Farther Finance Advisors
California
$30.7K +$14K +157 +95%
BWL
320
Bogart Wealth LLC
Virginia
$29.7K – – –
CFFP
321
Center for Financial Planning
Michigan
$29.7K – – –
PA
322
Parallel Advisors
California
$28.9K – – –
MIM
323
MTM Investment Management
South Carolina
$28.7K – – –
WPA
324
West Paces Advisors
Georgia
$28.2K -$22.7K -255 -46%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$27K – – –
11 12
13
14 15