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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
401
Sequoia Financial Advisors
Ohio
$368K +$2.41K +16 +0.6%
DWAM
402
Duncan Williams Asset Management
Tennessee
$368K -$33.6K -223 -8%
CFS
403
Coordinated Financial Services
Colorado
$365K +$378K +2,511 New
PWM
404
Partners Wealth Management
California
$361K +$374K +2,482 New
RWM
405
Ritholtz Wealth Management
New York
$361K +$40.1K +266 +12%
BFIC
406
Bedell Frazier Investment Counselling
California
$360K -$2.51M -16,688 -87%
PRI
407
Prepared Retirement Institute
Pennsylvania
$357K +$370K +2,457 New
MCC
408
Money Concepts Capital
Florida
$353K +$19.6K +130 +6%
IA
409
Insight Advisors
Pennsylvania
$350K +$6.78K +45 +2%
TAM
410
Tocqueville Asset Management
New York
$350K +$362K +2,405 New
CPA
411
Cathy Pareto & Associates
Florida
$346K +$359K +2,380 New
PFGIA
412
Patriot Financial Group Insurance Agency
Massachusetts
$345K -$301 -2 -0.1%
MGIA
413
Moneta Group Investment Advisors
Missouri
$344K +$357K +2,369 New
FFA
414
Florida Financial Advisors
Florida
$343K +$42K +279 +13%
PCM
415
Poehling Capital Management
Wisconsin
$342K – – –
EWA
416
EverSource Wealth Advisors
Alabama
$338K +$4.22K +28 +1%
BMCM
417
Burns Matteson Capital Management
New York
$334K -$31.6K -210 -8%
VWM
418
Vigilare Wealth Management
Arizona
$333K +$301 +2 +0.1%
HWA
419
HCR Wealth Advisors
California
$333K -$3.77K -25 -1%
PWM
420
Perigon Wealth Management
California
$331K -$258K -1,713 -44%
TFP
421
Traction Financial Partners
Wyoming
$329K – – –
NCM
422
Narwhal Capital Management
Georgia
$328K – – –
MWM
423
Meridian Wealth Management
Kentucky
$324K +$1.96K +13 +0.6%
IFS
424
Ifrah Financial Services
Arkansas
$322K -$362K -2,406 -52%
BIAS
425
Beacon Investment Advisory Services
New Jersey
$321K +$332K +2,206 New
15 16
17
18 19