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iShares Dow Jones US ETF
IYY

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
151
Peachtree Investment Partners
Florida
$398K +$1.15K +7 +0.3%
BHBT
152
Burke & Herbert Bank & Trust
Virginia
$395K -$12.8K -78 -3%
BWM
153
Bernicke Wealth Management
Wisconsin
$390K +$387K +2,351 New
AP
154
Aspect Partners
Virginia
$388K – – –
CCWM
155
Cassaday & Co Wealth Management
Virginia
$387K – – –
P
156
&Partners
Tennessee
$386K +$383K +2,326 New
HHRDM
157
H&H Retirement Design & Management
Nevada
$384K – – –
PWM
158
Penobscot Wealth Management
Maine
$383K – – –
HSWM
159
Hubbell Strickland Wealth Management
Louisiana
$377K +$494 +3 +0.1%
MWM
160
Melfa Wealth Management
Massachusetts
$374K -$2.96K -18 -0.8%
SAM
161
SP Asset Management
California
$374K +$1.15K +7 +0.3%
MGIA
162
Moneta Group Investment Advisors
Missouri
$368K – – –
YWM
163
Yoder Wealth Management
California
$363K – – –
EL
164
Essex LLC
Illinois
$360K – – –
CWA
165
Clarity Wealth Advisors
California
$351K – – –
LFGO
166
Legacy Financial Group (Oklahoma)
Oklahoma
$350K – – –
BCM
167
Boreal Capital Management
Florida
$350K +$23.2K +141 +7%
PS
168
Planned Solutions
California
$349K – – –
C
169
Certuity
Florida
$341K – – –
KWM
170
Kingsview Wealth Management
Oregon
$341K – – –
CHA
171
Cooper/Haims Advisors
New York
$339K – – –
WA
172
Wealthstar Advisors
Texas
$337K +$6.09K +37 +2%
EWM
173
Edge Wealth Management
New York
$329K -$82.3K -500 -20%
EHAM
174
Eagle Harbor Asset Management
Washington
$328K +$165 +1 +0.1%
CG
175
Curat Global
New Hampshire
$323K – – –
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