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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
426
West Paces Advisors
Georgia
$35.7K – – –
OSAM
427
O'Shaughnessy Asset Management
Connecticut
$34.5K -$9.13K -81 -22%
AWM
428
Accredited Wealth Management
Kentucky
$32.1K – – –
NSIM
429
North Star Investment Management
Illinois
$30.9K – – –
PWMA
430
Pension & Wealth Management Advisors
Massachusetts
$28.8K – – –
PCFFS
431
Pacific Center for Financial Services
California
$28.6K – – –
PGAM
432
Princeton Global Asset Management
New Jersey
$26K – – –
WT
433
Whittier Trust
California
$25.4K – – –
HHGA
434
Halbert Hargrove Global Advisors
California
$24.9K – – –
GSWM
435
Golden State Wealth Management
California
$23.9K -$12.8K -114 -37%
AWM
436
Atticus Wealth Management
Florida
$23.5K -$2.93K -26 -12%
RLIM
437
Red Lighthouse Investment Management
New York
$22.3K – – –
CAL
438
Capital Analysts LLC
Pennsylvania
$19K – – –
DF
439
Dunhill Financial
United Kingdom
$18.1K +$16.9K +150 New
CFD
440
Creative Financial Designs
Indiana
$14.3K -$4.06K -36 -23%
RWM
441
Rialto Wealth Management
New York
$13.6K -$55.2K -490 -81%
CCMI
442
Creative Capital Management Investments
California
$13.2K +$12.3K +109 New
PWA
443
Physician Wealth Advisors
Utah
$12.2K – – –
AA
444
Addison Advisors
Vermont
$12.1K – – –
NEWAS
445
N.E.W. Advisory Services
Wisconsin
$11.4K – – –
AWM
446
Abound Wealth Management
Tennessee
$10.6K – – –
FCMT
447
Founders Capital Management (Texas)
Texas
$10.5K – – –
SN
448
Sittner & Nelson
Oregon
$9.8K – – –
FFA
449
Founders Financial Alliance
North Carolina
$6.05K – – –
FDW
450
Fourth Dimension Wealth
Ohio
$6.05K – – –
16 17
18
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