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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
201
Financial Gravity Companies
Texas
$23K +$20.9K +360 New
AWM
202
Aevitas Wealth Management
Massachusetts
$23K +$22.3K +384 New
PG
203
Patten Group
Tennessee
$22K – – –
BAM
204
Barrett Asset Management
New York
$19K – – –
BGC
205
Blue Granite Capital
South Carolina
$18K – – –
RFWA
206
RPg Family Wealth Advisory
Massachusetts
$15.3K – – –
RE
207
RBC Europe
United Kingdom
$14.3K – – –
HI
208
Hudock Inc
Pennsylvania
$13K – – –
WIM
209
Westside Investment Management
California
$12.1K – – –
VIA
210
Vantage Investment Advisors
Pennsylvania
$11K – – –
AF
211
Allworth Financial
California
$9K – – –
OIA
212
OneDigital Investment Advisors
Kansas
$7K +$6.96K +120 New
GI
213
Gradient Investments
Minnesota
$7K +$7.08K +122 New
SWP
214
Strategic Wealth Partners
Ohio
$7K +$7.2K +124 New
VCM
215
Vigilant Capital Management
Maine
$5K – – –
WCM
216
Whitener Capital Management
North Carolina
$5K +$5.8K +100 New
CFD
217
Creative Financial Designs
Indiana
$4K – – –
LNWWM
218
Laird Norton Wetherby Wealth Management
California
$4K – – –
RFM
219
Royal Fund Management
Florida
$4K – – –
JWA
220
JFS Wealth Advisors
Pennsylvania
$3K – – –
EK
221
Evensky & Katz
Florida
$2K – – –
HIIFS
222
Harel Insurance Investments & Financial Services
Israel
– -$10M -177,920 Closed
BCM
223
Brookstone Capital Management
Illinois
– -$6.6M -117,744 Closed
NG
224
NatWest Group
United Kingdom
– -$785K -14,000 Closed
AI
225
Atria Investments
North Carolina
– -$716K -12,780 Closed
6 7 8
9
10