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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
301
Ferguson Wellman Capital Management
Oregon
$300K – – –
CAM
302
Cresset Asset Management
Illinois
$300K -$225K -1,816 -42%
HNWAG
303
High Net Worth Advisory Group
Florida
$294K – – –
TF
304
Tudor Financial
Ohio
$289K +$38.5K +310 +14%
TNAM
305
Terra Nova Asset Management
New York
$287K – – –
LA
306
LVW Advisors
New York
$285K +$301K +2,426 New
SWM
307
SeaCrest Wealth Management
New York
$283K +$745 +6 +0.3%
FA
308
Financial Alternatives
California
$283K – – –
MEG
309
Millstone Evans Group
Colorado
$279K – – –
WTC
310
WhitTier Trust Company
Nevada
$273K – – –
MWM
311
Modern Wealth Management
Kansas
$270K +$248 +2 +0.1%
AA
312
Advisory Alpha
Michigan
$268K -$94.1K -758 -25%
SOS
313
Silver Oak Securities
Tennessee
$266K +$1.36K +11 +0.5%
DA
314
Doliver Advisors
Texas
$266K – – –
IIA
315
IPG Investment Advisors
California
$266K -$9.8K -79 -3%
CBU
316
CIBC Bancorp USA
Illinois
$263K +$277K +2,233 New
WWC
317
Waypoint Wealth Counsel
Georgia
$263K – – –
PA
318
PFG Advisors
Arizona
$261K +$21.8K +176 +9%
GC
319
Granville Capital
North Carolina
$259K +$745 +6 +0.3%
CA
320
CoreCap Advisors
Michigan
$257K -$1.49M -11,977 -85%
KIM
321
Kane Investment Management
California
$256K -$31.9K -257 -11%
AWA
322
Adapt Wealth Advisors
Georgia
$253K – – –
WWM
323
Western Wealth Management
Colorado
$253K +$5.71K +46 +2%
FA
324
Fiduciary Alliance
South Carolina
$252K +$1.24K +10 +0.5%
TC
325
Trilogy Capital
California
$249K +$263K +2,119 New
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