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iShares US Utilities ETF
IDU

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
276
International Assets Investment Management
Florida
$11.7K – – –
HPC
277
HM Payson & Co
Maine
$10.4K – – –
OA
278
Operose Advisors
Wisconsin
$9.98K +$9.78K +86 New
BWAM
279
Boyd Watterson Asset Management
Ohio
$9.17K – – –
RWM
280
Rialto Wealth Management
New York
$8.59K – – –
HPWM
281
High Point Wealth Management
New Jersey
$8.51K – – –
SAM
282
Smartleaf Asset Management
Massachusetts
$7.79K -$754K -6,632 -99%
MWA
283
Merkkuri Wealth Advisors
New York
$7.44K +$7.28K +64 New
JHCP
284
Jackson Hole Capital Partners
Oklahoma
$7.2K – – –
GSWM
285
Golden State Wealth Management
California
$6.92K – – –
FFA
286
Founders Financial Alliance
North Carolina
$6.61K – – –
TCM
287
Triumph Capital Management
Colorado
$6.5K – – –
AAG
288
Armstrong Advisory Group
Massachusetts
$6.39K -$2.16K -19 -26%
BBHC
289
Brown Brothers Harriman & Co
New York
$6.39K – – –
EWM
290
Evolution Wealth Management
Florida
$6.39K – – –
WCM
291
Winthrop Capital Management
Indiana
$6K – – –
EWM
292
Evermay Wealth Management
Virginia
$5.69K +$2.96K +26 +113%
NS
293
NBC Securities
Alabama
$4.99K +$4.89K +43 New
AIC
294
Archer Investment Corporation
Indiana
$4.87K – – –
DWP
295
Destiny Wealth Partners
Florida
$4.18K +$4.09K +36 New
FLP
296
Financial Life Planners
Arizona
$3.76K +$3.64K +32 New
SEP
297
Signature Equity Partners
Ohio
$3.35K -$14K -123 -81%
ACA
298
Aptus Capital Advisors
Alabama
$2.9K – – –
VCM
299
Versant Capital Management
Arizona
$2.55K – – –
PTC
300
Private Trust Company
Ohio
$1.28K – – –
10 11
12
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