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iShares Dow Jones US ETF
IYY

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
176
Essex LLC
Illinois
$311K – – –
PS
177
Principal Securities
Iowa
$308K +$144 +1 +0%
FWM
178
Foguth Wealth Management
Michigan
$308K +$298K +2,069 New
KWM
179
Kingsview Wealth Management
Oregon
$307K – – –
LFGO
180
Legacy Financial Group (Oklahoma)
Oklahoma
$302K – – –
PS
181
Planned Solutions
California
$301K – – –
BPA
182
Beacon Pointe Advisors
California
$299K – – –
BJL
183
Brighton Jones LLC
Washington
$298K – – –
C
184
Certuity
Florida
$294K -$20.1K -140 -6%
NCFG
185
New Century Financial Group
New Jersey
$290K -$13.2K -92 -4%
PWM
186
Perigon Wealth Management
California
$275K – – –
SCA
187
Sandy Cove Advisors
Massachusetts
$275K – – –
GAMC
188
Garner Asset Management Corp
Texas
$275K +$719 +5 +0.3%
GWM
189
Geneos Wealth Management
Colorado
$273K -$28.8K -200 -9%
IA
190
IFP Advisors
Florida
$265K +$288 +2 +0.1%
GWM
191
Gray Wealth Management
Maine
$263K – – –
LSPW
192
Lake Street Private Wealth
Illinois
$259K -$4.17K -29 -2%
NSAM
193
North Star Asset Management
Wisconsin
$258K – – –
GCWM
194
Guided Capital Wealth Management
Texas
$249K +$250K +1,738 New
GIA
195
Gladstone Institutional Advisory
Florida
$243K -$12.2K -85 -5%
ODIJL
196
One Day In July LLC
Vermont
$236K -$22.2K -154 -9%
SHFA
197
SC&H Financial Advisors
Maryland
$234K – – –
AAS
198
Avantax Advisory Services
Texas
$228K -$16K -111 -7%
BBA
199
BLB&B Advisors
Pennsylvania
$225K – – –
TWP
200
Tyche Wealth Partners
Texas
$225K +$3.02K +21 +1%
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8
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