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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
176
Avantax Advisory Services
Texas
$253K -$49.5K -642 -16%
FFN
177
Focus Financial Network
Minnesota
$252K -$1.85K -24 -0.7%
FMC
178
First Merchants Corp
Indiana
$247K – – –
STA
179
Summit Trail Advisors
New York
$247K – – –
WHC
180
Wulff, Hansen & Co
California
$246K – – –
IWC
181
Integrated Wealth Concepts
Massachusetts
$243K -$29.7K -385 -11%
EDRH
182
Edmond de Rothschild Holding
Switzerland
$242K – – –
VPP
183
Vertex Planning Partners
Illinois
$239K – – –
WTC
184
WhitTier Trust Company
Nevada
$239K – – –
CAG
185
Csenge Advisory Group
Florida
$239K -$25.9K -336 -10%
VA
186
Valmark Advisers
Ohio
$238K +$13.5K +175 +6%
JIP
187
Jaffetilchin Investment Partners
Florida
$232K – – –
FWCM
188
Ferguson Wellman Capital Management
Oregon
$231K – – –
IAS
189
Insigneo Advisory Services
Florida
$231K +$237K +3,069 New
WIP
190
WealthCare Investment Partners
Rhode Island
$231K -$99.7K -1,293 -29%
TA
191
TrueWealth Advisors
Alabama
$227K -$40.9K -531 -15%
AR
192
Apeiron RIA
Texas
$226K – – –
VP
193
Verum Partners
North Carolina
$224K – – –
CWM
194
Cahaba Wealth Management
Georgia
$224K +$231K +3,000 New
TI
195
Trexquant Investment
Connecticut
$222K +$229K +2,968 New
SMC
196
Smith, Moore & Co
Missouri
$222K – – –
CIC
197
Carnegie Investment Counsel
Ohio
$222K – – –
AIC
198
Archer Investment Corporation
Indiana
$221K – – –
NS
199
NBC Securities
Alabama
$221K +$229K +2,965 New
KCFA
200
Key Client Fiduciary Advisors
New Jersey
$218K – – –
6 7
8
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