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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
326
Caldwell Sutter Capital
California
$66.6K – – –
JWA
327
JFS Wealth Advisors
Pennsylvania
$65.4K +$301 +3 +0.5%
HCP
328
Hexagon Capital Partners
Arkansas
$62.3K – – –
MTIC
329
Missouri Trust & Investment Company
Missouri
$62.3K – – –
TSMHT
330
Thurston Springer Miller Herd & Titak
Indiana
$62.3K – – –
DFA
331
DHJJ Financial Advisors
Illinois
$61.6K – – –
RIA
332
Realta Investment Advisors
Delaware
$58.2K -$39.4K -393 -42%
CCA
333
Criterion Capital Advisors
Tennessee
$53.6K – – –
CT
334
Colonial Trust
South Carolina
$52K – – –
CTC
335
Central Trust Company
Missouri
$49.9K – – –
AGWCA
336
Annis Gardner Whiting Capital Advisors
Florida
$47.6K – – –
GWSG
337
GPS Wealth Strategies Group
Colorado
$45.3K +$16.9K +168 +63%
BWL
338
Bogart Wealth LLC
Virginia
$43.2K +$10.6K +106 +34%
SR
339
Syntax Research
Florida
$42K – – –
CPA
340
Capital Performance Advisors
California
$40.5K +$39.1K +390 New
SWM
341
Sugarloaf Wealth Management
Georgia
$39.5K – – –
WIM
342
Westside Investment Management
California
$39K – – –
GTAM
343
Global Trust Asset Management
Florida
$38.4K – – –
FP
344
Financial Perspectives
Minnesota
$35.9K – – –
PA
345
Parallel Advisors
California
$34.5K +$3.01K +30 +10%
WWP
346
WR Wealth Planners
Missouri
$33.1K +$22.8K +227 +249%
CFFP
347
Center for Financial Planning
Michigan
$32.2K – – –
RA
348
Rise Advisors
New York
$32K -$9.43K -94 -23%
MIM
349
MTM Investment Management
South Carolina
$31.4K – – –
AAP
350
Arax Advisory Partners
Colorado
$31.2K -$44.5K -444 -60%
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