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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
401
North Star Investment Management
Illinois
$42K +$124 +1 +0.3%
EA
402
Evolution Advisers
Virginia
$40K – – –
CFFP
403
Center for Financial Planning
Michigan
$39.5K – – –
KCM
404
Key Capital Management
Tennessee
$39K +$35.8K +288 +1,600%
FP
405
Financial Perspectives
Minnesota
$38.4K – – –
MIM
406
MTM Investment Management
South Carolina
$38.3K – – –
WPA
407
West Paces Advisors
Georgia
$37.6K – – –
MCP
408
Miller Capital Partners
Michigan
$37.2K – – –
DCM
409
Davis Capital Management
Florida
$35.7K – – –
MA
410
MCF Advisors
Kentucky
$33.8K – – –
SEP
411
Signature Equity Partners
Ohio
$33.7K +$124 +1 +0.4%
IA
412
IFG Advisory
Georgia
$33.4K +$32.5K +262 New
MMCM
413
Murphy & Mullick Capital Management
New York
$31.9K – – –
PCFFS
414
Pacific Center for Financial Services
California
$30.1K – – –
HBW
415
Hazlett, Burt & Watson
West Virginia
$30K – – –
WT
416
Whittier Trust
California
$28.1K – – –
FLP
417
Financial Life Planners
Arizona
$27.6K – – –
PGAM
418
Princeton Global Asset Management
New Jersey
$27.4K – – –
PTC
419
Private Trust Company
Ohio
$27.2K -$10.9K -88 -29%
HHGA
420
Halbert Hargrove Global Advisors
California
$26.3K – – –
DF
421
Downshift Financial
Colorado
$25.6K +$25K +201 New
PWAM
422
Private Wealth Asset Management
Iowa
$25.5K – – –
BNA
423
BankChampaign National Association
Illinois
$24.4K – – –
DWA
424
Delos Wealth Advisors
Texas
$23.2K +$22.6K +182 New
CJ
425
Caitlin John
Michigan
$22.5K – – –
15 16
17
18 19