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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
276
Marshall Investment Management
Colorado
$17.5K
CFD
277
Creative Financial Designs
Indiana
$15.3K
CA
278
Clearstead Advisors
Ohio
$14.9K +$14.5K +82 New
BWL
279
Bogart Wealth LLC
Virginia
$14K
IFWM
280
Institute for Wealth Management
Colorado
$12.8K +$12.3K +70 New
GI
281
GAMMA Investing
California
$12K
IA
282
IFG Advisory
Georgia
$11.7K +$11.3K +64 New
DF
283
Dunhill Financial
United Kingdom
$11.4K
MSG
284
Main Street Group
Virginia
$9.48K
PCMNC
285
Piedmont Capital Management (North Carolina)
North Carolina
$8.38K
SWA
286
SOA Wealth Advisors
New York
$6.93K
BDPWM
287
Barnes Dennig Private Wealth Management
Ohio
$6.38K
PTC
288
Private Trust Company
Ohio
$4.56K
NRG
289
Nemes Rush Group
Michigan
$3.1K
HI
290
Horizon Investments
North Carolina
$2.73K -$2.65K -15 -50%
TFA
291
Transamerica Financial Advisors
Florida
$657
KG
292
Kilter Group
New York
$365
HNB
293
Huntington National Bank
Ohio
$182
Susquehanna International Group
294
Susquehanna International Group
Pennsylvania
-$1.96M -12,363 Closed
Corient Private Wealth
295
Corient Private Wealth
Florida
-$678K -4,276 Closed
KPWS
296
Kestra Private Wealth Services
Texas
-$609K -3,845 Closed
CAM
297
Cresset Asset Management
Illinois
-$461K -2,912 Closed
KF
298
KKM Financial
Illinois
-$311K -1,878 Closed
HIC
299
Hamrick Investment Counsel
Washington
-$280K -1,769 Closed
Members Trust
300
Members Trust
Florida
-$225K -1,420 Closed