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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
376
Private Trust Company
Ohio
$38.5K +$4.58K +40 +13%
NFSG
377
Newbridge Financial Services Group
Florida
$37.7K – – –
PA
378
Parallel Advisors
California
$37.5K – – –
GSWM
379
Golden State Wealth Management
California
$35.2K +$14.5K +127 +69%
CFFP
380
Center for Financial Planning
Michigan
$35K – – –
TCOV
381
Trust Company of Vermont
Vermont
$34.9K +$35.4K +309 New
SIS
382
Sound Income Strategies
Florida
$34.4K +$34.9K +305 New
FP
383
Financial Perspectives
Minnesota
$34K – – –
PSFG
384
Park Square Financial Group
Georgia
$33.9K +$34.4K +300 New
MIM
385
MTM Investment Management
South Carolina
$33.8K – – –
WPA
386
West Paces Advisors
Georgia
$33.3K – – –
DCM
387
Davis Capital Management
Florida
$31.6K – – –
AWM
388
Accredited Wealth Management
Kentucky
$29.9K – – –
NSIM
389
North Star Investment Management
Illinois
$28.8K – – –
PWMA
390
Pension & Wealth Management Advisors
Massachusetts
$26.9K – – –
PCFFS
391
Pacific Center for Financial Services
California
$26.6K – – –
RA
392
Rise Advisors
New York
$25.6K +$2.52K +22 +11%
AWM
393
Atticus Wealth Management
Florida
$24.8K -$5.73K -50 -19%
PGAM
394
Princeton Global Asset Management
New Jersey
$24.3K – – –
WT
395
Whittier Trust
California
$23.7K – – –
HHGA
396
Halbert Hargrove Global Advisors
California
$23.2K – – –
GCM
397
GKV Capital Management
California
$23.2K – – –
CAL
398
Capital Analysts LLC
Pennsylvania
$18K – – –
RLIM
399
Red Lighthouse Investment Management
New York
$17.6K – – –
CFD
400
Creative Financial Designs
Indiana
$17.4K +$17.6K +154 New
14 15
16
17 18