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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
426
Halbert Hargrove Global Advisors
California
$26.1K – – –
TAM
427
Tucker Asset Management
Colorado
$25.5K +$19.3K +156 +347%
GSWM
428
Golden State Wealth Management
California
$25.1K +$124 +1 +0.5%
RLIM
429
Red Lighthouse Investment Management
New York
$23.3K – – –
CJ
430
Caitlin John
Michigan
$22.3K +$21.8K +176 New
SAM
431
Smartleaf Asset Management
Massachusetts
$20.2K -$1.79M -14,472 -99%
CAL
432
Capital Analysts LLC
Pennsylvania
$20K – – –
AWM
433
Abound Wealth Management
Tennessee
$16.5K +$5.2K +42 +48%
EWM
434
Evolution Wealth Management
Florida
$15.7K +$15.3K +124 New
CFD
435
Creative Financial Designs
Indiana
$14.9K – – –
RWM
436
Rialto Wealth Management
New York
$14.2K – – –
CCMI
437
Creative Capital Management Investments
California
$13.8K – – –
PWA
438
Physician Wealth Advisors
Utah
$12.8K – – –
AA
439
Addison Advisors
Vermont
$12.7K – – –
NEWAS
440
N.E.W. Advisory Services
Wisconsin
$11.9K – – –
FCMT
441
Founders Capital Management (Texas)
Texas
$11K – – –
SN
442
Sittner & Nelson
Oregon
$10.3K – – –
FFA
443
Founders Financial Alliance
North Carolina
$6.33K – – –
FDW
444
Fourth Dimension Wealth
Ohio
$6.33K – – –
CWP
445
Concord Wealth Partners
Virginia
$5.78K +$124 +1 +2%
IBOK
446
Independence Bank of Kentucky
Kentucky
$5.7K – – –
PFBT
447
Parkside Financial Bank & Trust
Missouri
$5.7K – – –
AAG
448
Armstrong Advisory Group
Massachusetts
$5.45K – – –
OWP
449
ORG Wealth Partners
Texas
$4.81K – – –
HBW
450
Hazlett, Burt & Watson
West Virginia
$4K – – –
16 17
18
19 20