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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
701
Biltmore Family Office
North Carolina
$279K – – –
WWA
702
Wingate Wealth Advisors
Massachusetts
$278K +$272K +1,297 New
TSMHT
703
Thurston Springer Miller Herd & Titak
Indiana
$278K +$271K +1,293 New
LWM
704
Liberty Wealth Management
California
$277K – – –
TAM
705
Titleist Asset Management
Texas
$272K +$56.7K +271 +27%
DWT
706
Dorsey & Whitney Trust
South Dakota
$271K – – –
APW
707
Austin Private Wealth
Texas
$271K +$264K +1,260 New
CL
708
CVFG LLC
Indiana
$269K +$11.5K +55 +5%
CSPIA
709
Cary Street Partners Investment Advisory
Virginia
$269K +$162K +773 +161%
EP
710
Edgestream Partners
New Jersey
$269K -$10.3K -49 -4%
MMA
711
Miracle Mile Advisors
California
$266K -$321K -1,531 -55%
QCG
712
Quadrant Capital Group
Ohio
$266K – – –
TPWA
713
TRUE Private Wealth Advisors
Oregon
$265K – – –
GCA
714
Gallagher Capital Advisors
Texas
$264K – – –
RIA
715
Rhodes Investment Advisors
Texas
$264K +$258K +1,230 New
CA
716
COFG Advisors
Illinois
$264K +$257K +1,229 New
QWP
717
Quotient Wealth Partners
Texas
$264K +$257K +1,228 New
WRPWM
718
Werba Rubin Papier Wealth Management
California
$263K – – –
VWA
719
Visionary Wealth Advisors
Illinois
$263K -$165K -789 -39%
MWM
720
Modera Wealth Management
New Jersey
$263K +$35.4K +169 +16%
SWMG
721
Sard Wealth Management Group
Georgia
$261K +$255K +1,218 New
DT
722
Diversified Trust
Tennessee
$260K – – –
FWM
723
Forza Wealth Management
Florida
$260K – – –
APC
724
Aspire Private Capital
North Carolina
$260K -$3.77K -18 -1%
PA
725
Procyon Advisors
Connecticut
$258K +$4.19K +20 +2%
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