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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
701
Saxony Capital Management
Missouri
$289K +$309K +1,319 New
WAS
702
Winch Advisory Services
Wisconsin
$287K +$91K +389 +42%
EP
703
Edgestream Partners
New Jersey
$286K +$12.6K +54 +4%
BFO
704
Biltmore Family Office
North Carolina
$284K – – –
SVWAG
705
Sound View Wealth Advisors Group
Georgia
$283K +$303K +1,294 New
MA
706
MONECO Advisors
Connecticut
$281K +$301K +1,287 New
HIIFS
707
Harel Insurance Investments & Financial Services
Israel
$280K +$299K +1,280 New
T
708
Tidemark
California
$279K +$51.9K +222 +21%
SC
709
Savant Capital
Illinois
$279K +$298K +1,274 New
QCM
710
QRG Capital Management
Illinois
$277K +$297K +1,268 New
DWT
711
Dorsey & Whitney Trust
South Dakota
$276K – – –
NEWAS
712
N.E.W. Advisory Services
Wisconsin
$274K +$176K +752 +150%
TPWA
713
TRUE Private Wealth Advisors
Oregon
$274K +$4.21K +18 +1%
MWM
714
Modera Wealth Management
New Jersey
$273K +$5.85K +25 +2%
CPG
715
Cornerstone Planning Group
New Jersey
$272K -$749K -3,203 -72%
QCG
716
Quadrant Capital Group
Ohio
$271K – – –
GCA
717
Gallagher Capital Advisors
Texas
$269K +$234 +1 +0.1%
WRPWM
718
Werba Rubin Papier Wealth Management
California
$268K – – –
SWMG
719
Sard Wealth Management Group
Georgia
$267K +$234 +1 +0.1%
CM
720
Columbus Macro
Pennsylvania
$266K +$35.3K +151 +14%
FWM
721
Foguth Wealth Management
Michigan
$266K -$36.7K -157 -12%
DT
722
Diversified Trust
Tennessee
$265K – – –
MMA
723
Miracle Mile Advisors
California
$265K -$6.55K -28 -2%
FWM
724
Forza Wealth Management
Florida
$265K – – –
SA
725
Scarborough Advisors
Maryland
$264K +$283K +1,208 New
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