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iShares US Infrastructure ETF
IFRA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
226
Evergreen Wealth Solutions
Pennsylvania
$256K +$258K +4,874 New
DFP
227
Donalies Financial Planning
District of Columbia
$256K +$257K +4,858 New
YWM
228
Yukon Wealth Management
Kansas
$255K -$50.3K -952 -18%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$249K -$5.18K -98 -2%
RW
230
Ridgeline Wealth
Arizona
$249K -$951 -18 -0.4%
PJSIMP
231
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K -$21.8K -412 -8%
I
232
INVST
Indiana
$246K +$44.9K +850 +22%
PIMG
233
Patriot Investment Management Group
Tennessee
$242K +$106 +2 +0%
WMA
234
Wealth Management Associates
New Jersey
$241K – – –
SF
235
Summit Financial
New Jersey
$235K +$236K +4,464 New
AF
236
Apollon Financial
South Carolina
$235K – – –
BPA
237
Beacon Pointe Advisors
California
$233K +$234K +4,424 New
PWM
238
Perigon Wealth Management
California
$231K -$27K -511 -10%
KWA
239
Kingswood Wealth Advisors
California
$227K -$69.4K -1,314 -23%
CIA
240
Cladis Investment Advisory
Montana
$226K +$227K +4,300 New
WMR
241
Wealth Management Resources
Rhode Island
$225K -$126K -2,387 -36%
PA
242
PFG Advisors
Arizona
$218K -$10.3K -195 -4%
FHC
243
First Horizon Corporation
Tennessee
$216K – – –
FF
244
Fortitude Financial
Washington
$216K +$217K +4,099 New
QCM
245
Quantinno Capital Management
New York
$215K +$216K +4,082 New
FCM
246
Firestone Capital Management
Florida
$214K – – –
LAA
247
Liberty Atlantic Advisors
Texas
$209K +$210K +3,978 New
AI
248
Atria Investments
North Carolina
$208K -$121K -2,281 -37%
LAM
249
Lewis Asset Management
California
$201K +$201K +3,812 New
SWM
250
Spire Wealth Management
Virginia
$183K -$16.8K -318 -8%
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10
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