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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
601
Winebrenner Capital Management
Kentucky
$412K – – –
PIA
602
Perennial Investment Advisors
California
$412K +$110K +470 +33%
HIG
603
Heritage Investment Group
Florida
$411K – – –
CF
604
Carlson Financial
Oregon
$411K -$7.95K -34 -2%
JIP
605
Jaffetilchin Investment Partners
Florida
$410K +$160K +685 +58%
CWS
606
Cypress Wealth Services
California
$410K -$1.85M -7,911 -81%
ICP
607
Interchange Capital Partners
Pennsylvania
$407K -$788K -3,367 -56%
RCM
608
RMR Capital Management
California
$407K – – –
PWA
609
PCG Wealth Advisors
Kansas
$407K +$157K +670 +56%
GIA
610
Guyasuta Investment Advisors
Pennsylvania
$405K – – –
PFT
611
Providence First Trust
Arizona
$405K – – –
AFG
612
Atomi Financial Group
New York
$404K +$39.5K +169 +10%
VWM
613
Vermillion Wealth Management
Minnesota
$401K -$285K -1,218 -40%
FFA
614
Florida Financial Advisors
Florida
$399K -$492K -2,101 -54%
MCA
615
McGuire Capital Advisors
Oklahoma
$395K +$234 +1 +0.1%
BMCM
616
Burns Matteson Capital Management
New York
$389K +$9.12K +39 +2%
AC
617
Anson Capital
Georgia
$388K -$7.02K -30 -2%
PWMAG
618
Pinnacle Wealth Management Advisory Group
New Jersey
$386K -$468 -2 -0.1%
AW
619
Alteri Wealth
California
$384K +$56.8K +243 +16%
EM
620
ELCO Management
New York
$383K +$58.5K +250 +17%
TWM
621
TCFG Wealth Management
California
$373K -$2.34K -10 -0.6%
TIA
622
TCFG Investment Advisors
California
$373K +$399K +1,705 New
PFA
623
Plotkin Financial Advisors
Maryland
$372K – – –
CBA
624
Coastal Bridge Advisors
Connecticut
$371K +$32.3K +138 +9%
MWM
625
Meridian Wealth Management
Kentucky
$370K -$179K -767 -31%
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25
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