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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
401
Central Trust Company
Missouri
$56.5K – – –
WIM
402
Westside Investment Management
California
$51.8K +$4.96K +40 +10%
CT
403
Colonial Trust
South Carolina
$51.2K – – –
PA
404
Parallel Advisors
California
$48.6K +$1.12K +9 +2%
RIA
405
Realta Investment Advisors
Delaware
$47.8K – – –
SR
406
Syntax Research
Florida
$47.5K – – –
BWL
407
Bogart Wealth LLC
Virginia
$47.1K – – –
VR
408
Vision Retirement
New Jersey
$47.1K – – –
SIS
409
Sound Income Strategies
Florida
$40.7K +$1.61K +13 +4%
NSIM
410
North Star Investment Management
Illinois
$38.6K +$14.4K +116 +55%
EA
411
Evolution Advisers
Virginia
$37K – – –
CFFP
412
Center for Financial Planning
Michigan
$36.5K – – –
AP
413
Advisortrust Partners
North Carolina
$36.1K -$11M -88,628 -100%
FP
414
Financial Perspectives
Minnesota
$35.5K – – –
PTC
415
Private Trust Company
Ohio
$35.4K – – –
MIM
416
MTM Investment Management
South Carolina
$35.3K – – –
WPA
417
West Paces Advisors
Georgia
$34.7K – – –
MCP
418
Miller Capital Partners
Michigan
$34.4K – – –
DCM
419
Davis Capital Management
Florida
$32.9K – – –
MA
420
MCF Advisors
Kentucky
$31.2K – – –
SEP
421
Signature Equity Partners
Ohio
$31.1K -$12.4K -100 -27%
MMCM
422
Murphy & Mullick Capital Management
New York
$29.4K – – –
HBW
423
Hazlett, Burt & Watson
West Virginia
$28K – – –
PCFFS
424
Pacific Center for Financial Services
California
$27.8K – – –
FLP
425
Financial Life Planners
Arizona
$25.4K +$26.8K +216 New
15 16
17
18 19