We are live on ! Find out more
IYY icon

iShares Dow Jones US ETF
IYY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
151
Cassaday & Co Wealth Management
Virginia
$369K – – –
PWM
152
Penobscot Wealth Management
Maine
$366K – – –
P
153
&Partners
Tennessee
$364K -$4.8K -29 -1%
HSWM
154
Hubbell Strickland Wealth Management
Louisiana
$361K +$331 +2 +0.1%
SCG
155
Sonata Capital Group
Washington
$359K -$248K -1,499 -40%
SAM
156
SP Asset Management
California
$358K +$827 +5 +0.2%
MWM
157
Melfa Wealth Management
Massachusetts
$357K – – –
MGIA
158
Moneta Group Investment Advisors
Missouri
$351K – – –
HHRDM
159
H&H Retirement Design & Management
Nevada
$351K -$44.7K -270 -12%
YWM
160
Yoder Wealth Management
California
$347K – – –
HI
161
Harbour Investments
Wisconsin
$346K +$345K +2,088 +2,198%
EL
162
Essex LLC
Illinois
$344K – – –
BHBT
163
Burke & Herbert Bank & Trust
Virginia
$343K -$36.4K -220 -9%
LFGO
164
Legacy Financial Group (Oklahoma)
Oklahoma
$335K – – –
PS
165
Planned Solutions
California
$334K – – –
BJL
166
Brighton Jones LLC
Washington
$330K +$345K +2,085 New
C
167
Certuity
Florida
$326K – – –
KFA
168
Kapstone Financial Advisors
Ohio
$325K +$132K +800 +64%
KWM
169
Kingsview Wealth Management
Oregon
$319K -$6.29K -38 -2%
IFG
170
Independent Financial Group
California
$318K -$88.7K -536 -21%
AF
171
Allworth Financial
California
$316K +$21.8K +132 +7%
EWM
172
Edge Wealth Management
New York
$314K – – –
KF
173
KKM Financial
Illinois
$311K – – –
RAM
174
Reflection Asset Management
South Carolina
$311K -$10.6K -64 -3%
CG
175
Curat Global
New Hampshire
$309K – – –
5 6
7
8 9