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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
326
EP Wealth Advisors
California
$167K +$170K +1,480 New
IA
327
IFP Advisors
Florida
$163K +$80.5K +703 +96%
NS
328
NBC Securities
Alabama
$162K +$165K +1,437 +143,700%
PS
329
Principal Securities
Iowa
$151K – – –
FIM
330
FWL Investment Management
Texas
$148K -$14.3K -125 -9%
BTI
331
Blue Trust Inc
Georgia
$140K -$5.15K -45 -3%
FRA
332
Front Row Advisors
California
$139K – – –
FHA
333
First Horizon Advisors
Tennessee
$138K – – –
CJH
334
Christopher J. Hasenberg
Wisconsin
$133K – – –
BMC
335
Bear Mountain Capital
Washington
$133K – – –
AT
336
Arlington Trust
Alabama
$133K +$91.6K +800 +213%
AF
337
Advisornet Financial
Minnesota
$126K -$3.89K -34 -3%
HDIM
338
Hanson & Doremus Investment Management
Vermont
$125K – – –
SSB
339
Sandy Spring Bank
Maryland
$123K – – –
AF
340
Allworth Financial
California
$116K – – –
S
341
SignatureFD
Georgia
$115K – – –
PMAM
342
Picton Mahoney Asset Management
Ontario, Canada
$113K +$11.5K +100 +11%
CWM
343
Compass Wealth Management
Connecticut
$113K – – –
CF
344
Centaurus Financial
California
$103K – – –
RIL
345
Rothschild Investment LLC
Illinois
$99K – – –
AEPWM
346
Atlantic Edge Private Wealth Management
Florida
$93.1K – – –
MWA
347
Medallion Wealth Advisors
Connecticut
$93.1K – – –
TSMHT
348
Thurston Springer Miller Herd & Titak
Indiana
$92.4K +$25.1K +219 +37%
PWA
349
Provenance Wealth Advisors
Florida
$86.7K – – –
JFGIW
350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.3K – – –
12 13
14
15 16