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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
301
Independent Family Office
New York
$222K +$225K +2,000 New
IFAM
302
Institutional & Family Asset Management
Colorado
$218K – – –
SA
303
Strategic Advisors
New York
$218K +$225 +2 +0.1%
CAS
304
Cascadia Advisory Services
Oregon
$216K +$218K +1,944 New
RFC
305
Regions Financial Corp
Alabama
$216K +$219K +1,946 New
IIA
306
IPG Investment Advisors
California
$211K – – –
AFP
307
Ausdal Financial Partners
Iowa
$210K +$203K +1,812 New
OIA
308
OneDigital Investment Advisors
Kansas
$209K -$24.9K -222 -11%
CG
309
Colony Group
Massachusetts
$207K – – –
IC
310
InterOcean Capital
Illinois
$207K – – –
WA
311
WBH Advisory
Maryland
$205K – – –
VCP
312
Verus Capital Partners
Arizona
$204K +$207K +1,842 New
PWM
313
Perigon Wealth Management
California
$203K +$198K +1,760 New
CFG
314
Cooper Financial Group
California
$202K +$3.59K +32 +2%
MA
315
Modus Advisors
Minnesota
$202K +$204K +1,820 New
DI
316
Diligent Investors
California
$200K – – –
MIM
317
Marco Investment Management
Georgia
$200K – – –
JAWM
318
J. Arnold Wealth Management
Ohio
$196K +$199K +1,770 New
CHA
319
Carmichael Hill & Associates
Maryland
$193K +$195K +1,736 New
EP
320
Eudaimonia Partners
Tennessee
$190K +$192K +1,708 New
WEC
321
Winslow Evans & Crocker
Massachusetts
$182K -$5.39K -48 -3%
CF
322
Centaurus Financial
California
$168K -$38K -338 -18%
BAM
323
Bellevue Asset Management
Washington
$155K +$157K +1,400 New
APWM
324
Atlas Private Wealth Management
New York
$148K +$149K +1,328 New
WCG
325
Weaver Consulting Group
California
$147K – – –
11 12
13
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