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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
276
Meramec Financial Planners
Missouri
$18K – – –
MIM
277
Marshall Investment Management
Colorado
$17.5K – – –
CFD
278
Creative Financial Designs
Indiana
$15.3K – – –
CA
279
Clearstead Advisors
Ohio
$14.9K +$14.5K +82 New
BWL
280
Bogart Wealth LLC
Virginia
$14K – – –
IFWM
281
Institute for Wealth Management
Colorado
$12.8K +$12.3K +70 New
GI
282
GAMMA Investing
California
$12K – – –
IA
283
IFG Advisory
Georgia
$11.7K +$11.3K +64 New
DF
284
Dunhill Financial
United Kingdom
$11.4K – – –
MSG
285
Main Street Group
Virginia
$9.48K – – –
PCMNC
286
Piedmont Capital Management (North Carolina)
North Carolina
$8.38K – – –
SWA
287
SOA Wealth Advisors
New York
$6.93K – – –
BDPWM
288
Barnes Dennig Private Wealth Management
Ohio
$6.38K – – –
PTC
289
Private Trust Company
Ohio
$4.56K – – –
NRG
290
Nemes Rush Group
Michigan
$3.1K – – –
HI
291
Horizon Investments
North Carolina
$2.73K -$2.65K -15 -50%
TFA
292
Transamerica Financial Advisors
Florida
$657 – – –
KG
293
Kilter Group
New York
$365 – – –
HNB
294
Huntington National Bank
Ohio
$182 – – –
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
– -$1.96M -12,363 Closed
Corient Private Wealth
296
Corient Private Wealth
Florida
– -$678K -4,276 Closed
KPWS
297
Kestra Private Wealth Services
Texas
– -$609K -3,845 Closed
CAM
298
Cresset Asset Management
Illinois
– -$461K -2,912 Closed
KF
299
KKM Financial
Illinois
– -$311K -1,878 Closed
HIC
300
Hamrick Investment Counsel
Washington
– -$280K -1,769 Closed