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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
376
National Wealth Management Group
Ohio
$250K -$30.4K -267 -11%
BAAM
377
Baker Avenue Asset Management
California
$247K +$244K +2,145 New
CAS
378
Coppell Advisory Solutions
Texas
$246K +$49.4K +434 +25%
CASC
379
Coppell Advisory Solutions Corp
Texas
$246K +$49.4K +434 +25%
PFGIA
380
Patriot Financial Group Insurance Agency
Massachusetts
$246K +$18K +158 +8%
JSL
381
JT Stratford LLC
Georgia
$245K -$28.5K -251 -11%
AWA
382
Arkadios Wealth Advisors
Georgia
$244K -$47.9K -421 -17%
CAM
383
Cresset Asset Management
Illinois
$241K -$16.2K -142 -6%
PPP
384
Private Portfolio Partners
New Jersey
$239K -$71.5K -629 -23%
CF
385
Centaurus Financial
California
$234K +$77K +677 +50%
LFP
386
Leeward Financial Partners
Washington
$233K +$230K +2,025 New
BTWM
387
Baker Tilly Wealth Management
Wisconsin
$230K – – –
IFO
388
Independent Family Office
New York
$230K – – –
PFT
389
Providence First Trust
Arizona
$230K – – –
JAG
390
Journey Advisory Group
Kentucky
$230K +$227K +2,000 New
QIM
391
Quantitative Investment Management
Virginia
$230K +$228K +2,004 New
RWA
392
Ropes Wealth Advisors
Massachusetts
$228K +$341 +3 +0.2%
TA
393
TrueWealth Advisors
Alabama
$228K -$7.62K -67 -3%
BTI
394
Blue Trust Inc
Georgia
$225K -$33K -290 -13%
AWM
395
Avitas Wealth Management
California
$222K +$4.78K +42 +2%
9WM
396
9258 Wealth Management
Ohio
$220K -$796 -7 -0.4%
SHFA
397
SS&H Financial Advisors
Michigan
$219K – – –
FANJ
398
Financial Architects (New Jersey)
New Jersey
$215K -$152K -1,338 -42%
RCAG
399
Rehmann Capital Advisory Group
Michigan
$214K -$8.87K -78 -4%
RWB
400
RMR Wealth Builders
New Jersey
$213K -$56.3K -495 -21%
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16
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