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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$427K -$78K -442 -16%
AP
152
Aspect Partners
Virginia
$427K – – –
SOAG
153
Silver Oak Advisory Group
Oregon
$426K – – –
CCWM
154
Cassaday & Co Wealth Management
Virginia
$425K – – –
PWM
155
Penobscot Wealth Management
Maine
$421K – – –
P
156
&Partners
Tennessee
$419K – – –
HSWM
157
Hubbell Strickland Wealth Management
Louisiana
$415K +$176 +1 +0%
SCG
158
Sonata Capital Group
Washington
$413K – – –
SAM
159
SP Asset Management
California
$412K +$706 +4 +0.2%
MGIA
160
Moneta Group Investment Advisors
Missouri
$404K – – –
MWM
161
Melfa Wealth Management
Massachusetts
$404K -$6.35K -36 -2%
GVAG
162
Great Valley Advisor Group
Delaware
$404K -$68.3K -387 -15%
PWP
163
Private Wealth Partners
California
$401K -$109K -620 -22%
YWM
164
Yoder Wealth Management
California
$399K – – –
HI
165
Harbour Investments
Wisconsin
$399K +$706 +4 +0.2%
EL
166
Essex LLC
Illinois
$396K – – –
BHBT
167
Burke & Herbert Bank & Trust
Virginia
$394K – – –
LFGO
168
Legacy Financial Group (Oklahoma)
Oklahoma
$385K – – –
PS
169
Planned Solutions
California
$384K – – –
BJL
170
Brighton Jones LLC
Washington
$380K – – –
WA
171
Wealthstar Advisors
Texas
$378K +$23.8K +135 +7%
C
172
Certuity
Florida
$375K – – –
KFA
173
Kapstone Financial Advisors
Ohio
$374K – – –
AF
174
Allworth Financial
California
$365K +$1.24K +7 +0.4%
IP
175
Indivisible Partners
Florida
$356K +$345K +1,954 New