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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
176
Curat Global
New Hampshire
$355K -$132K -750 -39%
CHA
177
Cooper/Haims Advisors
New York
$351K
SCA
178
Sandy Cove Advisors
Massachusetts
$350K
CWA
179
Clarity Wealth Advisors
California
$349K
PS
180
Principal Securities
Iowa
$346K +$1.41K +8 +0.4%
PIP
181
Peachtree Investment Partners
Florida
$340K +$706 +4 +0.2%
MA
182
MBA Advisors
Pennsylvania
$335K +$529 +3 +0.2%
EWM
183
Edge Wealth Management
New York
$333K -$27.3K -155 -8%
NSAM
184
North Star Asset Management
Wisconsin
$328K
PWM
185
Perigon Wealth Management
California
$326K -$19.4K -110 -6%
UBS AM
186
UBS AM
Illinois
$326K
IFG
187
Independent Financial Group
California
$325K -$39.7K -225 -11%
GCWM
188
Guided Capital Wealth Management
Texas
$317K
BL
189
Balentine LLC
Georgia
$315K
GAMC
190
Garner Asset Management Corp
Texas
$310K +$529 +3 +0.2%
AWA
191
Arkadios Wealth Advisors
Georgia
$308K +$176 +1 +0.1%
HW
192
Hancock Whitney
Mississippi
$304K +$294K +1,668 New
SHFA
193
SC&H Financial Advisors
Maryland
$298K
NA
194
NewEdge Advisors
Louisiana
$294K -$611K -3,465 -68%
GIA
195
Gladstone Institutional Advisory
Florida
$287K
BFS
196
BridgePort Financial Solutions
Iowa
$282K
BBA
197
BLB&B Advisors
Pennsylvania
$277K -$8.82K -50 -3%
LSPW
198
Lake Street Private Wealth
Illinois
$275K
GGS
199
Galvin Gaustad & Stein
Arizona
$274K +$529 +3 +0.2%
WA
200
WBH Advisory
Maryland
$273K