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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
176
Davis Capital Management
Florida
$22K +$28.1K +444 New
RIA
177
RPG Investment Advisory
California
$20K -$4.43K -70 -15%
SWM
178
Sugarloaf Wealth Management
Georgia
$20K +$2.53K +40 +11%
FP
179
Financial Perspectives
Minnesota
$19.4K -$2.66K -42 -10%
QCMC
180
Quantum Capital Management (California)
California
$19K – – –
BBHC
181
Brown Brothers Harriman & Co
New York
$19K +$25.3K +400 New
VCP
182
Verus Capital Partners
Arizona
$16K -$5.95K -94 -22%
BAM
183
Barrett Asset Management
New York
$16K – – –
IF
184
Ironwood Financial
Arizona
$15K -$85.4K -1,350 -81%
BA
185
Ballast Advisors
Minnesota
$15K – – –
CFFP
186
Center for Financial Planning
Michigan
$15K – – –
JFGIW
187
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
NFG
188
Next Financial Group
Texas
$14K -$67.8K -1,072 -78%
AWM
189
Atticus Wealth Management
Florida
$12K – – –
JSC
190
Jackson Square Capital
California
$11K -$6.83K -108 -33%
LWANC
191
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
PB
192
Pinnacle Bancorp
Nebraska
$10K -$13.9K -220 -53%
AIM
193
Axiom Investment Management
New York
$10K – – –
PVH
194
Psagot Value Holdings
Israel
$10K – – –
HI
195
Hudock Inc
Pennsylvania
$9K -$2.66K -42 -18%
BFEC
196
Benjamin F. Edwards & Company
Missouri
$9K – – –
CAL
197
Capital Analysts LLC
Pennsylvania
$8K – – –
AF
198
Allworth Financial
California
$7K – – –
GH
199
GAM Holding
Switzerland
$7K – – –
BW
200
Bison Wealth
Georgia
$5K – – –
6 7
8
9 10