IYF icon

iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
326
WJ Wealth Management
Arizona
– -$570K -6,755 Closed
EAM
327
Evanson Asset Management
California
– -$440K -5,200 Closed
AWS
328
Atria Wealth Solutions
New York
– -$369K -4,370 Closed
GL
329
Graypoint LLC
New York
– -$359K -4,244 Closed
RE
330
RBC Europe
United Kingdom
– -$334K -3,951 Closed
F
331
F3Logic
Minnesota
– -$295K -3,513 Closed
TLFA
332
True Link Financial Advisors
California
– -$274K -3,244 Closed
FWCM
333
Ferguson Wellman Capital Management
Oregon
– -$270K -3,190 Closed
ACM
334
AlphaStar Capital Management
North Carolina
– -$257K -3,044 Closed
SCA
335
Scott Capital Advisors
Oregon
– -$254K -3,005 Closed
NEWAS
336
N.E.W. Advisory Services
Wisconsin
– -$218K -2,912 Closed
WA
337
WP Advisors
California
– -$240K -2,837 Closed
IAG
338
Investment Advisory Group
Massachusetts
– -$235K -2,805 Closed
AIP
339
Almanack Investment Partners
Pennsylvania
– -$236K -2,791 Closed
SMC
340
Smith, Moore & Co
Missouri
– -$234K -2,767 Closed
RIA
341
Regal Investment Advisors
Michigan
– -$233K -2,760 Closed
RCAG
342
Rehmann Capital Advisory Group
Michigan
– -$232K -2,750 Closed
ASN
343
Advisory Services Network
Georgia
– -$230K -2,719 Closed
AB
344
Atlas Brown
Kentucky
– -$228K -2,694 Closed
OPS
345
Orion Portfolio Solutions
Nebraska
– -$227K -2,684 Closed
VAFP
346
Vahanian & Associates Financial Planning
New York
– -$221K -2,610 Closed
LWP
347
Legacy Wealth Planning
Nevada
– -$216K -2,552 Closed
ATPW
348
Ashton Thomas Private Wealth
Arizona
– -$203K -2,401 Closed
SFP
349
Sweet Financial Partners
Minnesota
– -$203K -2,400 Closed
KOC
350
Koss-Olinger Consulting
Florida
– -$202K -2,389 Closed
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