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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
501
Heritage Wealth Management (Ohio)
Ohio
$219K – – –
GC
502
Gruss & Co
Florida
$218K – – –
MIM
503
Merrion Investment Management
New Jersey
$218K – – –
TW
504
Transform Wealth
Colorado
$218K +$226K +1,500 New
IIA
505
IPG Investment Advisors
California
$217K +$12.7K +84 +6%
MFIM
506
Mesirow Financial Investment Management
Illinois
$217K – – –
CWM
507
Collaborative Wealth Management
Florida
$216K – – –
SL
508
SWMG LLC
Texas
$214K -$7.08K -47 -3%
TWC
509
TD Waterhouse Canada
Ontario, Canada
$214K -$2.98M -19,775 -93%
BI
510
BFI Infinity
Switzerland
$211K +$204K +1,355 New
JAG
511
Journey Advisory Group
Kentucky
$211K – – –
WCG
512
Weaver Consulting Group
California
$210K -$7.99K -53 -4%
RT
513
Rockland Trust
Massachusetts
$210K – – –
LFASL
514
Lugano Financial Advisors SA (LFA)
Switzerland
$209K +$91.5K +607 +73%
UWM
515
USAdvisors Wealth Management
Minnesota
$207K -$6.63K -44 -3%
UW
516
Unique Wealth
Florida
$207K – – –
TC
517
TownSquare Capital
Utah
$204K +$212K +1,406 New
RSVP
518
Ramsay Stattman Vela & Price
Colorado
$203K – – –
CAM
519
Concorde Asset Management
Michigan
$203K -$44.1K -293 -17%
TC
520
Trilogy Capital
California
$203K – – –
GEA
521
Glen Eagle Advisors
New Jersey
$200K – – –
IWA
522
Icon Wealth Advisors
Texas
$192K -$1.96K -13 -1%
ATC
523
Advantage Trust Company
Kansas
$192K -$39.2K -260 -16%
BFO
524
Biltmore Family Office
North Carolina
$189K – – –
GWSG
525
GPS Wealth Strategies Group
Colorado
$170K +$49.6K +329 +39%
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