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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
176
Edmond de Rothschild Holding
Switzerland
$471K +$101K +1,110 +28%
NEIRG
177
New England Investment & Retirement Group
Massachusetts
$453K +$74.2K +812 +20%
GTAM
178
Global Trust Asset Management
Florida
$447K +$435K +4,754 New
JG
179
Jefferies Group
New York
$433K +$421K +4,606 New
HWA
180
HCR Wealth Advisors
California
$429K +$27.4M +300,000 +5,607%
UWM
181
USAdvisors Wealth Management
Minnesota
$426K +$414K +4,524 New
AIP
182
Ahrens Investment Partners
Louisiana
$425K – – –
IFS
183
Ifrah Financial Services
Arkansas
$419K +$5.12K +56 +1%
LWAC
184
Laurel Wealth Advisors (California)
California
$412K -$1.6M -17,452 -80%
VWA
185
V Wealth Advisors
Kansas
$411K – – –
TCM
186
Traynor Capital Management
Pennsylvania
$404K +$26.3K +288 +7%
PCIA
187
Prime Capital Investment Advisors
Kansas
$403K +$392K +4,290 New
CAG
188
Csenge Advisory Group
Florida
$398K +$46.1K +504 +14%
WA
189
WealthTrust-Arizona
Arizona
$391K +$2.01K +22 +0.5%
SFA
190
Sequoia Financial Advisors
Ohio
$389K – – –
CA
191
Cornerstone Advisory
Maryland
$376K -$91.4K -1,000 -20%
LRIA
192
Leonard Rickey Investment Advisors
Washington
$371K +$360K +3,942 New
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$367K +$357K +3,902 New
NA
194
NewEdge Advisors
Louisiana
$364K +$23.6K +258 +7%
PA
195
PFG Advisors
Arizona
$351K +$342K +3,736 New
WAS
196
WESPAC Advisors SoCal
California
$347K -$233K -2,550 -41%
OIA
197
Optimum Investment Advisors
Illinois
$344K -$36.6K -400 -10%
FA
198
FDx Advisors
Illinois
$338K +$2.38K +26 +0.7%
EAMA
199
EFG Asset Management (Americas)
Florida
$338K +$328K +3,592 New
NCM
200
Narwhal Capital Management
Georgia
$329K -$64K -700 -17%
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8
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