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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
451
Rockland Trust
Massachusetts
$204K – – –
MAG
452
Mayfair Advisory Group
Alabama
$203K -$48.4K -365 -19%
APWA
453
Atlas Private Wealth Advisors
New Jersey
$202K +$203K +1,530 New
TC
454
TownSquare Capital
Utah
$202K -$11.5K -87 -5%
JFG
455
JDM Financial Group
Texas
$179K +$265 +2 +0.1%
TSWM
456
Tyler-Stone Wealth Management
Ohio
$178K +$26.6K +201 +18%
BFO
457
Biltmore Family Office
North Carolina
$172K – – –
IA
458
IFP Advisors
Florida
$171K -$530 -4 -0.3%
T
459
Tidemark
California
$168K +$35.3K +266 +26%
ATC
460
Advantage Trust Company
Kansas
$160K +$67.6K +510 +73%
PMAM
461
Picton Mahoney Asset Management
Ontario, Canada
$145K -$66.3K -500 -31%
AA
462
Ancora Advisors
Ohio
$142K – – –
SWA
463
SOA Wealth Advisors
New York
$137K – – –
CPA
464
Cardiff Park Advisors
California
$132K – – –
SFFS
465
Stonehage Fleming Financial Services
Jersey
$132K +$42.4K +320 +47%
AW
466
Avion Wealth
Texas
$130K – – –
ZRP
467
Zynergy Retirement Planning
New Jersey
$127K +$128K +964 New
WAS
468
Winch Advisory Services
Wisconsin
$126K +$265 +2 +0.2%
CHA
469
Carmichael Hill & Associates
Maryland
$125K – – –
EWM
470
Evermay Wealth Management
Virginia
$125K -$21.2K -160 -15%
AIM
471
Acropolis Investment Management
Missouri
$121K -$9.28K -70 -7%
TFF
472
The Family Firm
Maryland
$116K +$117K +879 New
UWS
473
Unique Wealth Strategies
Illinois
$115K +$115K +870 New
GWSG
474
GPS Wealth Strategies Group
Colorado
$111K +$3.98K +30 +4%
LFASL
475
Lugano Financial Advisors SA (LFA)
Switzerland
$110K +$110K +830 New
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19
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