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iShares US Aerospace & Defense ETF
ITA

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
201
Quattro Financial Advisors
Texas
$265K -$1.8M -16,976 -87%
CAAS
202
Capital Asset Advisory Services
Michigan
$261K -$31.6K -298 -11%
SPIA
203
Steward Partners Investment Advisory
New York
$257K -$377K -3,547 -59%
GC
204
Grimes & Company
Massachusetts
$257K – – –
9WM
205
9258 Wealth Management
Ohio
$255K -$8.28K -78 -3%
FHA
206
Flagship Harbor Advisors
Massachusetts
$250K – – –
CIA
207
Capital Investment Advisors
Georgia
$248K – – –
TC
208
Trilogy Capital
California
$243K -$69.5K -655 -22%
AF
209
Advisornet Financial
Minnesota
$243K +$240K +2,259 +3,227%
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$241K +$212 +2 +0.1%
APWA
211
Atlas Private Wealth Advisors
New Jersey
$241K +$9.77K +92 +4%
WANY
212
Wealthspire Advisors (New York)
New York
$237K -$13.4K -126 -5%
TA
213
Tiedemann Advisors
New York
$236K – – –
PFT
214
Providence First Trust
Arizona
$229K – – –
TWM
215
Tradition Wealth Management
Minnesota
$229K – – –
TA
216
TrueWealth Advisors
Alabama
$224K -$2.34K -22 -1%
CBFP
217
Cedar Brook Financial Partners
Ohio
$222K – – –
WA
218
Wealth Alliance
New York
$217K – – –
PFS
219
Prospera Financial Services
Texas
$214K -$74.6K -703 -26%
IWM
220
IHT Wealth Management
Illinois
$212K -$1.59K -15 -0.7%
MFW
221
Meristem Family Wealth
Minnesota
$210K – – –
BTWM
222
Baker Tilly Wealth Management
Wisconsin
$208K – – –
BPC
223
Banque Pictet & Cie
Switzerland
$208K – – –
IFO
224
Independent Family Office
New York
$208K – – –
ASN
225
Advisory Services Network
Georgia
$207K -$178K -1,677 -46%
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9
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