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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
351
AJ Wealth Strategies
New York
$305K – – –
MAC
352
Mason & Associates (California)
California
$302K – – –
FAM
353
Flaharty Asset Management
Florida
$302K – – –
CT
354
Caldwell Trust
Florida
$300K +$3.75K +33 +1%
RJT
355
Raymond James Trust
Florida
$296K – – –
SF
356
Symphony Financial
Texas
$285K +$341 +3 +0.1%
MWM
357
Meridian Wealth Management
Kentucky
$282K +$114 +1 +0%
FHA
358
Flagship Harbor Advisors
Massachusetts
$282K +$114 +1 +0%
CAM
359
Cresset Asset Management
Illinois
$279K +$33.6K +295 +14%
PCM
360
Poehling Capital Management
Wisconsin
$274K – – –
AF
361
Advisornet Financial
Minnesota
$274K -$19.8K -174 -7%
LJAC
362
L.J. Altfest & Co
New York
$274K +$9.55K +84 +4%
MCC
363
Money Concepts Capital
Florida
$273K -$959K -8,433 -78%
IC
364
Inscription Capital
Texas
$270K -$544K -4,785 -67%
BCM
365
Birmingham Capital Management
Alabama
$268K +$262K +2,300 New
WANY
366
Wealthspire Advisors (New York)
New York
$268K +$341 +3 +0.1%
PJSIMP
367
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K +$11.9K +105 +5%
FCH
368
Freestone Capital Holdings
Washington
$265K – – –
LSA
369
Lion Street Advisors
Texas
$265K -$10.6K -93 -4%
GC
370
Grimes & Company
Massachusetts
$263K -$7.96K -70 -3%
SAG
371
SageView Advisory Group
California
$262K +$256K +2,248 New
NWMG
372
National Wealth Management Group
Ohio
$262K -$1.02K -9 -0.4%
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$8.76K +77 +4%
WIA
374
World Investment Advisors
California
$258K -$33.6K -295 -12%
PPP
375
Private Portfolio Partners
New Jersey
$254K +$11.4K +100 +5%
13 14
15
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