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iShares Dow Jones US ETF
IYY

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
176
First Horizon Advisors
Tennessee
$11K – – –
AIC
177
Archer Investment Corporation
Indiana
$10.4K -$877 -9 -7%
HWM
178
HighMark Wealth Management
Minnesota
$10K – – –
BAM
179
Baldrige Asset Management
Pennsylvania
$9K – – –
DSC
180
Duncker Streett & Co
Missouri
$9K – – –
PAIM
181
Punch & Associates Investment Management
Minnesota
$8K – – –
BCMLT
182
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5.46K +56 New
CG
183
Cutler Group
California
$5K +$6.04K +62 New
HI
184
Harbour Investments
Wisconsin
$4K – – –
SWA
185
SOA Wealth Advisors
New York
$3K – – –
SFCL
186
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
GFPC
187
Global Financial Private Client
Florida
$2.7K – – –
MA
188
MCF Advisors
Kentucky
$2K – – –
HGERS
189
Householder Group Estate & Retirement Specialist
Arizona
$2K +$3.22K +33 New
TFA
190
Transamerica Financial Advisors
Florida
$1K -$97 -1 -20%
CCM
191
Covington Capital Management
California
$1K +$1.07K +11 New
WIM
192
Westside Investment Management
California
$77 – – –
SIAP
193
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$7.57M -64,304 Closed
WA
194
Wealthstar Advisors
Texas
– -$4.28M -46,345 Closed
CAM
195
Cresset Asset Management
Illinois
– -$2.17M -23,476 Closed
VWA
196
Visionary Wealth Advisors
Illinois
– -$524K -5,671 Closed
AAS
197
Avantax Advisory Services
Texas
– -$460K -4,976 Closed
KWM
198
Kingsview Wealth Management
Oregon
– -$263K -2,843 Closed
SG
199
StoneX Group
New York
– -$256K -2,774 Closed
AWM
200
AE Wealth Management
Kansas
– -$229K -2,479 Closed
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