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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
201
Carret Asset Management
New York
$326K -$1.29K -15 -0.4%
BDFN
202
Bond & Devick Financial Network
Minnesota
$320K -$9.9K -115 -3%
FFN
203
Focus Financial Network
Minnesota
$319K +$325K +3,777 New
IWA
204
Intercontinental Wealth Advisors
Texas
$316K – – –
CL
205
CPWM LLC
Washington
$312K -$59.7K -693 -16%
CWM
206
Congress Wealth Management
Massachusetts
$303K – – –
F
207
F3Logic
Minnesota
$295K -$60.7K -705 -17%
WMS
208
Wealth Management Solutions
Pennsylvania
$294K -$188K -2,183 -39%
MCC
209
Money Concepts Capital
Florida
$292K +$158K +1,839 +114%
5L
210
55I LLC
Massachusetts
$291K -$122K -1,411 -29%
MOS
211
MGO One Seven
Ohio
$290K +$17.2K +200 +6%
AWA
212
Arkadios Wealth Advisors
Georgia
$277K +$72.3K +840 +34%
TLFA
213
True Link Financial Advisors
California
$274K -$275K -3,196 -50%
OC
214
Oppenheimer & Co
New York
$272K +$4.13K +48 +2%
FWCM
215
Ferguson Wellman Capital Management
Oregon
$270K – – –
WTC
216
WhitTier Trust Company
Nevada
$270K – – –
EH
217
Equitable Holdings
New York
$270K +$1.21K +14 +0.4%
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$266K – – –
CIC
219
Carnegie Investment Counsel
Ohio
$263K – – –
GC
220
Giverny Capital
Quebec, Canada
$263K – – –
KPWS
221
Kestra Private Wealth Services
Texas
$260K +$43.6K +506 +20%
ACM
222
AlphaStar Capital Management
North Carolina
$257K -$859K -9,975 -77%
CCFM
223
Clear Creek Financial Management
Washington
$257K -$105K -1,224 -29%
YIA
224
YHB Investment Advisors
Connecticut
$254K +$4.31K +50 +2%
SCA
225
Scott Capital Advisors
Oregon
$254K +$23.3K +271 +10%
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