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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
151
Mount Yale Investment Advisors
Colorado
$350K +$1K +7 +0.3%
SA
152
Sanctuary Advisors
Indiana
$341K -$54.5K -380 -13%
BHBT
153
Burke & Herbert Bank & Trust
Virginia
$335K -$102K -708 -22%
GLR
154
Great Lakes Retirement
Ohio
$325K -$2.87K -20 -0.8%
PIP
155
Peachtree Investment Partners
Florida
$324K +$342K +2,383 New
SAW
156
Signal Advisors Wealth
Michigan
$322K -$83.4K -581 -20%
US Bancorp
157
US Bancorp
Minnesota
$322K -$1.86K -13 -0.5%
AP
158
Aspect Partners
Virginia
$319K
CCWM
159
Cassaday & Co Wealth Management
Virginia
$317K
SW
160
SkyOak Wealth
Michigan
$315K
PWM
161
Penobscot Wealth Management
Maine
$314K
MWM
162
Melfa Wealth Management
Massachusetts
$309K
HSWM
163
Hubbell Strickland Wealth Management
Louisiana
$309K +$287 +2 +0.1%
PS
164
Principal Securities
Iowa
$308K
NFG
165
Nations Financial Group
Iowa
$307K +$287 +2 +0.1%
SAM
166
SP Asset Management
California
$304K +$717 +5 +0.2%
MGIA
167
Moneta Group Investment Advisors
Missouri
$302K +$2.58K +18 +0.8%
CWA
168
Clarity Wealth Advisors
California
$299K
YWM
169
Yoder Wealth Management
California
$298K
EL
170
Essex LLC
Illinois
$295K
CHA
171
Cooper/Haims Advisors
New York
$293K -$10.9K -76 -3%
KWM
172
Kingsview Wealth Management
Oregon
$289K -$2.87K -20 -0.9%
LFGO
173
Legacy Financial Group (Oklahoma)
Oklahoma
$287K
PS
174
Planned Solutions
California
$287K
BPA
175
Beacon Pointe Advisors
California
$284K