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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
101
Princeton Global Asset Management
New Jersey
$287K
SWP
102
Stratos Wealth Partners
Ohio
$260K -$18.7K -244 -7%
EWM
103
Edge Wealth Management
New York
$255K
EAM
104
Evanson Asset Management
California
$253K +$2.6K +34 +1%
BF
105
BOK Financial
Oklahoma
$250K -$3.82K -50 -2%
IFG
106
Investors Financial Group
Minnesota
$243K +$233K +3,042 New
BIM
107
Baldwin Investment Management
Pennsylvania
$241K
GWM
108
Geneos Wealth Management
Colorado
$240K -$10.4K -136 -4%
FWM
109
Foresight Wealth Management
Utah
$228K -$154K -2,018 -41%
LIM
110
Leavell Investment Management
Alabama
$225K
CWA
111
Clarity Wealth Advisors
California
$224K +$215K +2,812 New
William Blair & Company
112
William Blair & Company
Illinois
$220K
BHWM
113
Bar Harbor Wealth Management
New Hampshire
$215K +$206K +2,696 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$212K +$99.7K +1,304 +97%
Northern Trust
115
Northern Trust
Illinois
$203K +$194K +2,540 New
WTC
116
WhitTier Trust Company
Nevada
$200K
SFS
117
Sowell Financial Services
Arkansas
$192K +$9.02K +118 +5%
HNB
118
Huntington National Bank
Ohio
$160K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$157K
SIAS
120
Shine Investment Advisory Services
Colorado
$152K
CAAS
121
Capital Asset Advisory Services
Michigan
$147K +$135K +1,772 New
IFWM
122
Institute for Wealth Management
Colorado
$125K +$120K +1,568 New
CF
123
Centaurus Financial
California
$121K +$116K +1,520 New
SA
124
SRH Advisors
Kansas
$116K -$14.5K -190 -12%
IF
125
Ironwood Financial
Arizona
$101K