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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
201
North Star Investment Management
Illinois
$31K +$30.6K +482 New
PB
202
Pinnacle Bancorp
Nebraska
$27K – – –
QCMC
203
Quantum Capital Management (California)
California
$26K +$25.4K +400 New
BAM
204
Barrett Asset Management
New York
$21K – – –
GI
205
Gradient Investments
Minnesota
$19K +$11.2K +176 +144%
LWANC
206
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K – – –
HI
207
Hudock Inc
Pennsylvania
$14K +$127 +2 +0.9%
AIM
208
Axiom Investment Management
New York
$13K -$8.01K -126 -39%
QCIG
209
Quad-Cities Investment Group
Iowa
$13K – – –
JCM
210
Jacobi Capital Management
Pennsylvania
$13K +$6.48K +102 +102%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$12K +$11.4K +180 New
WC
212
Weil Company
California
$12K +$11.4K +180 New
JPLA
213
Joseph P. Lucia & Associates
New York
$11K +$10.8K +170 New
AF
214
Allworth Financial
California
$10K – – –
CAL
215
Capital Analysts LLC
Pennsylvania
$10K – – –
FHA
216
Flagship Harbor Advisors
Massachusetts
$6K -$4.96K -78 -44%
WCM
217
Whitener Capital Management
North Carolina
$6K – – –
RIA
218
RPG Investment Advisory
California
$5K -$25K -394 -83%
RFM
219
Royal Fund Management
Florida
$5K – – –
FPFS
220
First Personal Financial Services
North Carolina
$4K – – –
CIAS
221
Capital Investment Advisory Services
North Carolina
$3K -$6.35K -100 -71%
SIS
222
Sound Income Strategies
Florida
$3K – – –
AIM
223
Advantage Investment Management
Iowa
$2K – – –
WCG
224
Weaver Consulting Group
California
$2K – – –
SWP
225
Strategic Wealth Partners
Ohio
$7 – – –
7 8
9
10 11