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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EHAM
126
Eagle Harbor Asset Management
Washington
$263K – – –
NFG
127
Nations Financial Group
Iowa
$253K +$102 +1 +0%
CCWM
128
Cassaday & Co Wealth Management
Virginia
$253K – – –
MWM
129
Melfa Wealth Management
Massachusetts
$251K – – –
CWA
130
Clarity Wealth Advisors
California
$250K -$24.9K -243 -10%
PWM
131
Penobscot Wealth Management
Maine
$250K – – –
Renaissance Technologies
132
Renaissance Technologies
New York
$249K +$235K +2,300 New
AWM
133
Apollon Wealth Management
South Carolina
$246K +$233K +2,274 New
HSWM
134
Hubbell Strickland Wealth Management
Louisiana
$244K +$205 +2 +0.1%
JP Morgan Chase
135
JP Morgan Chase
New York
$241K -$5.52K -54 -2%
PWP
136
Private Wealth Partners
California
$238K – – –
YWM
137
Yoder Wealth Management
California
$237K – – –
BCV
138
Banque Cantonale Vaudoise
Switzerland
$236K – – –
ICG
139
InterOcean Capital Group
Tennessee
$233K – – –
LFGO
140
Legacy Financial Group (Oklahoma)
Oklahoma
$229K – – –
GWM
141
Geneos Wealth Management
Colorado
$228K – – –
PS
142
Planned Solutions
California
$228K – – –
KWM
143
Kingsview Wealth Management
Oregon
$222K -$8.59K -84 -4%
AWM
144
AE Wealth Management
Kansas
$222K -$30.7K -300 -13%
G
145
GenTrust
Florida
$217K – – –
LSPW
146
Lake Street Private Wealth
Illinois
$213K +$201K +1,965 New
IA
147
IFP Advisors
Florida
$210K -$20.3K -198 -9%
SCA
148
Sandy Cove Advisors
Massachusetts
$208K +$197K +1,923 New
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$205K -$32.9K -322 -15%
GWM
150
Gray Wealth Management
Maine
$202K +$191K +1,866 New