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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
176
Adell Harriman & Carpenter
Texas
$566K – – –
CWA
177
Cascade Wealth Advisors
Washington
$566K -$120K -1,200 -18%
FFL
178
Financial Freedom LLC
Ohio
$565K +$46.8K +467 +9%
SB
179
Simmons Bank
Arkansas
$561K – – –
KWA
180
Kingswood Wealth Advisors
California
$559K +$539K +5,376 New
ZIMP
181
Zimmermann Investment Management & Planning
Pennsylvania
$556K +$37.5K +374 +8%
SIM
182
Stratos Investment Management
Ohio
$547K +$212K +2,118 +67%
CW
183
CreativeOne Wealth
Kansas
$547K +$262K +2,610 +98%
TW
184
TritonPoint Wealth
Maryland
$544K +$33.6K +335 +7%
GCP
185
Gill Capital Partners
Colorado
$544K – – –
MWM
186
Modera Wealth Management
New Jersey
$541K – – –
TFM
187
Trademark Financial Management
Minnesota
$526K +$508K +5,065 New
TSWM
188
Tyler-Stone Wealth Management
Ohio
$525K +$254K +2,529 +100%
FNBT
189
FineMark National Bank & Trust
Florida
$513K – – –
BIA
190
Biondo Investment Advisors
Pennsylvania
$512K +$2.01K +20 +0.4%
BPA
191
Beacon Pointe Advisors
California
$506K -$67.5K -673 -12%
PSF
192
Pacific Sun Financial
California
$505K +$1.5K +15 +0.3%
CWA
193
Capital Wealth Alliance
Arizona
$503K -$14.5K -145 -3%
LI
194
LRI Investments
Florida
$499K +$322K +3,211 +284%
SC
195
Savant Capital
Illinois
$491K -$47.5K -474 -9%
AAS
196
Avantax Advisory Services
Texas
$475K -$903 -9 -0.2%
COCM
197
Charter Oak Capital Management
New Hampshire
$467K +$27K +269 +6%
HF
198
HRT Financial
New York
$462K +$447K +4,453 New
SFPG
199
Stonebridge Financial Planning Group
Florida
$461K +$201 +2 +0%
CFS
200
Commonwealth Financial Services
West Virginia
$459K +$201 +2 +0%
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8
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