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iShares Dow Jones US ETF
IYY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
151
Edge Wealth Management
New York
$401K – – –
SOAG
152
Silver Oak Advisory Group
Oregon
$394K – – –
MYIA
153
Mount Yale Investment Advisors
Colorado
$389K +$836 +6 +0.2%
IFG
154
Independent Financial Group
California
$383K -$772K -5,539 -69%
SA
155
Sanctuary Advisors
Indiana
$373K -$4.18K -30 -1%
BHBT
156
Burke & Herbert Bank & Trust
Virginia
$371K – – –
WS
157
Wedbush Securities
California
$365K -$5.05M -36,256 -94%
GWM
158
Geneos Wealth Management
Colorado
$363K +$69.6K +500 +26%
PIP
159
Peachtree Investment Partners
Florida
$360K +$836 +6 +0.3%
AP
160
Aspect Partners
Virginia
$353K – – –
CCWM
161
Cassaday & Co Wealth Management
Virginia
$352K – – –
BCM
162
Boreal Capital Management
Florida
$350K +$323K +2,322 New
PWM
163
Penobscot Wealth Management
Maine
$348K – – –
HHRDM
164
H&H Retirement Design & Management
Nevada
$348K +$316K +2,270 New
MWM
165
Melfa Wealth Management
Massachusetts
$343K – – –
HSWM
166
Hubbell Strickland Wealth Management
Louisiana
$342K +$279 +2 +0.1%
KF
167
KKM Financial
Illinois
$342K -$69.5K -499 -18%
NFG
168
Nations Financial Group
Iowa
$340K +$279 +2 +0.1%
SAM
169
SP Asset Management
California
$338K +$836 +6 +0.3%
WCM
170
Washburn Capital Management
Florida
$338K -$121K -870 -28%
MGIA
171
Moneta Group Investment Advisors
Missouri
$335K – – –
YWM
172
Yoder Wealth Management
California
$330K – – –
EL
173
Essex LLC
Illinois
$327K – – –
CHA
174
Cooper/Haims Advisors
New York
$325K – – –
CWA
175
Clarity Wealth Advisors
California
$320K -$11.1K -80 -4%
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