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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
301
Rathbones Group
United Kingdom
$515K – – –
RJT
302
Raymond James Trust
Florida
$510K – – –
ICG
303
InterOcean Capital Group
Tennessee
$507K +$27.8K +241 +6%
VFG
304
V2 Financial group
Illinois
$506K – – –
CHC
305
City Holding Co
West Virginia
$503K -$34.6K -300 -7%
VAFP
306
Vahanian & Associates Financial Planning
New York
$503K +$153K +1,327 +50%
SEIA
307
Signature Estate & Investment Advisors
California
$495K -$17.6K -152 -4%
BAM
308
Belpointe Asset Management
Nevada
$491K +$6.24K +54 +1%
VC
309
Vicus Capital
Pennsylvania
$490K +$18.8K +163 +4%
TCM
310
Towercrest Capital Management
Pennsylvania
$489K – – –
FFA
311
First Foundation Advisors
California
$484K +$26K +225 +6%
LAM
312
Lewis Asset Management
California
$484K +$441K +3,821 New
MWM
313
Massachusetts Wealth Management
Massachusetts
$480K +$438K +3,795 New
COCM
314
Charter Oak Capital Management
New Hampshire
$480K +$8.2K +71 +2%
CFS
315
CRA Financial Services
New Jersey
$479K – – –
MC
316
Moors & Cabot
Massachusetts
$474K +$132K +1,139 +44%
IFS
317
Ifrah Financial Services
Arkansas
$472K -$182K -1,577 -30%
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$470K +$109K +940 +34%
JPLA
319
Joseph P. Lucia & Associates
New York
$450K -$69.1K -598 -14%
HI
320
Hudock Inc
Pennsylvania
$450K +$11.7K +101 +3%
GAA
321
Guardian Asset Advisors
Pennsylvania
$443K +$404K +3,498 New
OIA
322
OneDigital Investment Advisors
Kansas
$436K -$43.9K -380 -10%
PP
323
Patron Partners
Texas
$435K – – –
CFO
324
Colony Family Offices
North Carolina
$435K +$397K +3,436 New
FHC
325
First Heartland Consultants
Missouri
$433K – – –
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13
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