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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WFG Advisors
Texas
$94K +$19.7K +394 +26%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$72K -$7.58K -152 -9%
PAG
78
Private Advisor Group
New Jersey
$59K +$59.9K +1,200 New
TIM
79
Tortoise Investment Management
New York
$51K – – –
FCCM
80
First City Capital Management
Georgia
$49.6K – – –
OCM
81
One Capital Management
California
$44K +$44.5K +892 New
RIA
82
Regal Investment Advisors
Michigan
$30K – – –
MA
83
MUFG Americas
New York
$25K – – –
NSIM
84
North Star Investment Management
Illinois
$25K – – –
PSI
85
Pinnacle Summer Investments
Virginia
$24K – – –
VIA
86
Vantage Investment Advisors
Pennsylvania
$20K – – –
BRWM
87
B. Riley Wealth Management
Tennessee
$16K – – –
EK
88
Evensky & Katz
Florida
$16K – – –
RFA
89
Reilly Financial Advisors
California
$13K -$8.48K -170 -39%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$13K +$13K +260 New
Deutsche Bank
91
Deutsche Bank
Germany
$11K – – –
DSC
92
Duncker Streett & Co
Missouri
$7K – – –
HRIA
93
Haberer Registered Investment Advisor
Ohio
$5K – – –
GSC
94
Ground Swell Capital
South Carolina
$4K +$4.19K +84 New
EMA
95
Efficient Market Advisors
California
$2K – – –
KTC
96
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
CS
97
Credit Suisse
Switzerland
– -$332K -6,690 Closed
USGIU
98
U.S. Global Investors (USGI)
Texas
– -$119K -4,200 Closed
1832 Asset Management
99
1832 Asset Management
Ontario, Canada
– -$59K -1,200 Closed
TWM
100
Torch Wealth Management
Ohio
– -$30K -600 Closed