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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Edge Wealth Management
New York
$236K – – –
Buckingham Strategic Wealth
102
Buckingham Strategic Wealth
Missouri
$235K -$136K -1,848 -37%
BOK Financial
103
BOK Financial
Oklahoma
$235K -$8.39K -114 -3%
EAM
104
Evanson Asset Management
California
$231K – – –
Geneos Wealth Management
105
Geneos Wealth Management
Colorado
$230K – – –
BIM
106
Baldwin Investment Management
Pennsylvania
$223K – – –
LIM
107
Leavell Investment Management
Alabama
$208K – – –
William Blair & Company
108
William Blair & Company
Illinois
$203K -$3.09K -42 -2%
WhitTier Trust Company
109
WhitTier Trust Company
Nevada
$184K – – –
Sowell Financial Services
110
Sowell Financial Services
Arkansas
$168K +$168K +2,282 New
IFP Advisors
111
IFP Advisors
Florida
$159K +$160K +2,172 New
Huntington National Bank
112
Huntington National Bank
Ohio
$148K – – –
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$145K – – –
SIAS
114
Shine Investment Advisory Services
Colorado
$140K – – –
First Allied Advisory Services
115
First Allied Advisory Services
California
$122K +$123K +1,666 New
SA
116
SRH Advisors
Kansas
$121K – – –
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$99K -$68.3K -928 -41%
IF
118
Ironwood Financial
Arizona
$94K – – –
FHA
119
Flagship Harbor Advisors
Massachusetts
$84K +$10.3K +140 +14%
AWM
120
AllSquare Wealth Management
New York
$83K – – –
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$76K -$27.8K -378 -27%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$62K – – –
Aptus Capital Advisors
123
Aptus Capital Advisors
Alabama
$59K +$59.6K +810 New
NFG
124
Next Financial Group
Texas
$39K +$441 +6 +1%
LWM
125
Liberty Wealth Management
California
$35K – – –