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IDEF

iShares Defense Industrials Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPM
126
Hoxton Planning & Management
West Virginia
$1.72M +$47.6K +1,439 +3%
BWMG
127
Barnes Wealth Management Group
California
$1.66M +$78.3K +2,367 +5%
ATPW
128
Ashton Thomas Private Wealth
Arizona
$1.57M +$1.43M +43,208 +710%
LIA
129
LifePlan Investment Advisors
North Carolina
$1.49M +$201K +6,089 +15%
DWA
130
Davis Wealth Advisors
New Hampshire
$1.47M +$101K +3,051 +7%
BW
131
Blalock Williams
Alabama
$1.44M +$113K +3,430 +8%
ISWM
132
Intesa Sanpaolo Wealth Management
$1.43M
CA
133
CoreCap Advisors
Michigan
$1.41M +$207K +6,247 +16%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$1.39M +$1.44M +43,683 New
HC
135
Hoese & Co
Minnesota
$1.39M +$1.44M +43,651 New
RWS
136
Retirement Wealth Solutions
Wisconsin
$1.36M +$220K +6,663 +18%
CRI
137
Commonwealth Retirement Investments
Virginia
$1.32M +$91.1K +2,755 +7%
ZS
138
Zenith Solutions
Pennsylvania
$1.21M +$1.26M +38,063 New
BRWA
139
B. Riley Wealth Advisors
Florida
$1.17M +$170K +5,149 +16%
LSIA
140
LaSalle St. Investment Advisors
Illinois
$1.13M +$1.18M +35,599 New
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$1.12M +$280K +8,480 +32%
IAS
142
Integrity Advisory Solutions
Texas
$1.1M +$1.14M +34,512 New
BWA
143
BCU Wealth Advisors
Illinois
$1.06M +$60.7K +1,837 +6%
FHC
144
First Heartland Consultants
Missouri
$1.04M +$94.6K +2,862 +10%
JMA
145
J.M. Arbour
Maine
$1.01M +$150K +4,535 +17%
WAM
146
WNY Asset Management
New York
$998K +$224K +6,768 +27%
CIM
147
Capital Investment Management
Missouri
$991K +$214K +6,459 +26%
LBC
148
Leigh Baldwin & Co
New York
$964K +$362K +10,962 +57%
MC
149
Moors & Cabot
Massachusetts
$956K +$995K +30,083 New
TWCA
150
Two West Capital Advisors
Kansas
$900K +$301K +9,099 +45%