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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
226
Sentry LLC
Tennessee
$213K +$206K +1,170 New
VAS
227
Vestmark Advisory Solutions
Massachusetts
$213K +$206K +1,170 New
V
228
VeraBank
Texas
$211K -$29.1K -165 -12%
LPFG
229
Landing Point Financial Group
Ohio
$209K +$202K +1,147 New
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$202K -$16.1K -91 -8%
AI
231
Accredited Investors
Minnesota
$201K +$194K +1,100 New
OFG
232
Oxford Financial Group
Indiana
$198K +$353 +2 +0.2%
William Blair & Company
233
William Blair & Company
Illinois
$167K +$882 +5 +0.5%
KFAS
234
Keating Financial Advisory Services
Kansas
$160K +$176 +1 +0.1%
CPA
235
Cardiff Park Advisors
California
$146K
IF
236
Integrity Financial
Wyoming
$135K +$176 +1 +0.1%
AssetMark Inc
237
AssetMark Inc
California
$133K -$8.82K -50 -6%
SIM
238
Synergy Investment Management
Florida
$128K -$79.4K -450 -39%
BCM
239
Boreal Capital Management
Florida
$128K
Vanguard Advisers Inc
240
Vanguard Advisers Inc
Pennsylvania
$123K
AG
241
AmeriFlex Group
Nevada
$107K
Q1WB
242
Quest 10 Wealth Builders
Virginia
$104K
TCM
243
Triumph Capital Management
Colorado
$104K
WTC
244
WhitTier Trust Company
Nevada
$100K
AIC
245
Archer Investment Corporation
Indiana
$95.4K
FLP
246
Financial Life Planners
Arizona
$93.2K +$176 +1 +0.2%
CA
247
Continuum Advisory
Idaho
$91.1K +$88.2K +500 New
GBT
248
Grove Bank & Trust
Florida
$90.6K
AF
249
Advisornet Financial
Minnesota
$87.5K
EI
250
EFG International
$87.1K