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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
176
Bellevue Asset Management
Washington
$267K – – –
DADC
177
D.A. Davidson & Co
Montana
$267K +$7.14K +97 +3%
HWA
178
HCR Wealth Advisors
California
$266K -$9.57K -130 -3%
IA
179
IFP Advisors
Florida
$266K +$15.1K +205 +10%
RWA
180
Ropes Wealth Advisors
Massachusetts
$263K – – –
ICG
181
InterOcean Capital Group
Tennessee
$263K +$3.68K +50 +1%
WGCA
182
Wolf Group Capital Advisors
Virginia
$262K – – –
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$260K +$283K +3,842 New
SS
184
Sunbelt Securities
Texas
$258K +$74 +1 +0%
BDFN
185
Bond & Devick Financial Network
Minnesota
$256K – – –
MOS
186
MGO One Seven
Ohio
$255K +$53.2K +722 +24%
MWM
187
Meridian Wealth Management
Kentucky
$253K -$4.2K -57 -2%
EH
188
Equitable Holdings
New York
$253K – – –
IWA
189
Intercontinental Wealth Advisors
Texas
$253K – – –
OC
190
Oppenheimer & Co
New York
$247K +$22.1K +300 +9%
CL
191
CPWM LLC
Washington
$243K -$267K -3,624 -50%
CAM
192
Carret Asset Management
New York
$243K -$19.9K -270 -7%
CAG
193
Csenge Advisory Group
Florida
$238K -$13.6K -185 -5%
AWA
194
Arkadios Wealth Advisors
Georgia
$236K +$27.5K +373 +12%
FPCP
195
Fort Point Capital Partners
California
$232K +$22.1K +300 +10%
CWM
196
Congress Wealth Management
Massachusetts
$231K -$11K -150 -4%
RTS
197
Round Table Services
New Jersey
$226K – – –
WTC
198
WhitTier Trust Company
Nevada
$216K – – –
CWM
199
Concentrum Wealth Management
California
$215K -$310K -4,209 -57%
TNBTD
200
Trustmark National Bank Trust Department
Mississippi
$212K -$442 -6 -0.2%
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