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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
401
Independence Bank of Kentucky
Kentucky
$13K – – –
PWA
402
Physician Wealth Advisors
Utah
$11.3K +$115 +1 +1%
AA
403
Addison Advisors
Vermont
$11.3K – – –
NEWAS
404
N.E.W. Advisory Services
Wisconsin
$10.6K +$10.8K +94 New
WF
405
Wayfinding Financial
Washington
$10K +$10.3K +90 New
AWM
406
Abound Wealth Management
Tennessee
$9.93K +$10.1K +88 New
FCMT
407
Founders Capital Management (Texas)
Texas
$9.82K – – –
SN
408
Sittner & Nelson
Oregon
$9.14K +$9.28K +81 New
NMG
409
New Millennium Group
Utah
$8.05K -$3.44K -30 -30%
FFA
410
Founders Financial Alliance
North Carolina
$5.64K – – –
FDW
411
Fourth Dimension Wealth
Ohio
$5.64K +$5.73K +50 New
KFI
412
Key Financial Inc
Pennsylvania
$5.53K – – –
RF
413
Rossby Financial
Florida
$5.46K +$5.73K +50 New
CWP
414
Concord Wealth Partners
Virginia
$5.12K – – –
PFBT
415
Parkside Financial Bank & Trust
Missouri
$5.08K – – –
TAM
416
Tucker Asset Management
Colorado
$5.08K +$5.15K +45 New
OWP
417
ORG Wealth Partners
Texas
$4.29K – – –
HBW
418
Hazlett, Burt & Watson
West Virginia
$3K – – –
SHF
419
Safe Harbor Fiduciary
Florida
$2.37K +$2.4K +21 New
AC
420
AlphaCore Capital
California
$2.14K +$2.18K +19 New
AW
421
Avion Wealth
Texas
$2K – – –
CWM
422
Copia Wealth Management
Oregon
$1.92K +$1.95K +17 New
RFA
423
Register Financial Advisors
Georgia
$903 – – –
KIG
424
Kessler Investment Group
Indiana
$372 – – –
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$113 -$2.52K -22 -96%
15 16
17
18 19