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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
176
H&H Retirement Design & Management
Nevada
$356K – – –
CG
177
Curat Global
New Hampshire
$355K -$132K -750 -39%
CHA
178
Cooper/Haims Advisors
New York
$351K – – –
SCA
179
Sandy Cove Advisors
Massachusetts
$350K – – –
CWA
180
Clarity Wealth Advisors
California
$349K – – –
PS
181
Principal Securities
Iowa
$346K +$1.41K +8 +0.4%
PIP
182
Peachtree Investment Partners
Florida
$340K +$706 +4 +0.2%
MA
183
MBA Advisors
Pennsylvania
$335K +$529 +3 +0.2%
EWM
184
Edge Wealth Management
New York
$333K -$27.3K -155 -8%
NSAM
185
North Star Asset Management
Wisconsin
$328K – – –
PWM
186
Perigon Wealth Management
California
$326K -$19.4K -110 -6%
UBS AM
187
UBS AM
Illinois
$326K – – –
IFG
188
Independent Financial Group
California
$325K -$39.7K -225 -11%
GCWM
189
Guided Capital Wealth Management
Texas
$317K – – –
BL
190
Balentine LLC
Georgia
$315K – – –
GAMC
191
Garner Asset Management Corp
Texas
$310K +$529 +3 +0.2%
AWA
192
Arkadios Wealth Advisors
Georgia
$308K +$176 +1 +0.1%
HW
193
Hancock Whitney
Mississippi
$304K +$294K +1,668 New
SHFA
194
SC&H Financial Advisors
Maryland
$298K – – –
NA
195
NewEdge Advisors
Louisiana
$294K -$611K -3,465 -68%
GIA
196
Gladstone Institutional Advisory
Florida
$287K – – –
BFS
197
BridgePort Financial Solutions
Iowa
$282K – – –
BBA
198
BLB&B Advisors
Pennsylvania
$277K -$8.82K -50 -3%
LSPW
199
Lake Street Private Wealth
Illinois
$275K – – –
GGS
200
Galvin Gaustad & Stein
Arizona
$274K +$529 +3 +0.2%