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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
651
TRUE Private Wealth Advisors
Oregon
$258K +$8.27K +42 +4%
APC
652
Aspire Private Capital
North Carolina
$257K +$242K +1,227 New
WRPWM
653
Werba Rubin Papier Wealth Management
California
$257K +$17.7K +90 +8%
GWSG
654
GPS Wealth Strategies Group
Colorado
$256K +$197 +1 +0.1%
FFA
655
Founders Financial Alliance
North Carolina
$254K +$175K +891 +276%
DT
656
Diversified Trust
Tennessee
$254K -$28.8K -146 -11%
JIP
657
Jaffetilchin Investment Partners
Florida
$253K +$19.5K +99 +9%
FWM
658
Forza Wealth Management
Florida
$253K +$238K +1,210 New
HIC
659
Holderness Investments Company
North Carolina
$253K +$3.94K +20 +2%
CL
660
CVFG LLC
Indiana
$251K +$26.6K +135 +13%
EGA
661
Eagle Global Advisors
Texas
$251K – – –
UAG
662
United Advisor Group
Ohio
$251K +$236K +1,198 New
VWM
663
Vigilare Wealth Management
Arizona
$250K -$19.9K -101 -8%
PD
664
Planning Directions
Pennsylvania
$249K +$234K +1,188 New
IFWM
665
Institute for Wealth Management
Colorado
$248K -$197 -1 -0.1%
GPA
666
Guerra Pan Advisors
New Jersey
$248K – – –
PA
667
Procyon Advisors
Connecticut
$247K +$4.53K +23 +2%
DAS
668
Dynamic Advisor Solutions
Arizona
$247K +$13.6K +69 +6%
LSA
669
Lion Street Advisors
Texas
$246K -$120K -607 -20%
GVCM
670
Global View Capital Management
Wisconsin
$244K +$229K +1,165 New
VA
671
Valmark Advisers
Ohio
$243K +$14.2K +72 +7%
MWA
672
Medallion Wealth Advisors
Connecticut
$241K -$7.88K -40 -3%
KHCM
673
Kirtland Hills Capital Management
Ohio
$241K -$20.1K -102 -8%
PPH
674
Pure Portfolios Holdings
Oregon
$238K -$197 -1 -0.1%
CIAS
675
CFS Investment Advisory Services
New Jersey
$237K +$216K +1,095 New
25 26
27
28 29