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iShares Dow Jones US ETF
IYY

Name Holding Trade Value Shares
Change 		Change in
Stake
LFGO
176
Legacy Financial Group (Oklahoma)
Oklahoma
$319K – – –
PS
177
Planned Solutions
California
$318K – – –
KWM
178
Kingsview Wealth Management
Oregon
$317K -$3.62K -26 -1%
BJL
179
Brighton Jones LLC
Washington
$315K – – –
C
180
Certuity
Florida
$310K – – –
EHAM
181
Eagle Harbor Asset Management
Washington
$299K – – –
WANY
182
Wealthspire Advisors (New York)
New York
$293K +$7.24K +52 +3%
SCA
183
Sandy Cove Advisors
Massachusetts
$290K – – –
PA
184
Procyon Advisors
Connecticut
$288K – – –
PWM
185
Perigon Wealth Management
California
$287K – – –
BPA
186
Beacon Pointe Advisors
California
$285K -$27.9K -200 -10%
NSAM
187
North Star Asset Management
Wisconsin
$272K – – –
GCWM
188
Guided Capital Wealth Management
Texas
$262K – – –
AAS
189
Avantax Advisory Services
Texas
$259K +$279 +2 +0.1%
GAMC
190
Garner Asset Management Corp
Texas
$255K +$418 +3 +0.2%
GIA
191
Gladstone Institutional Advisory
Florida
$254K +$5.01K +36 +2%
ODIJL
192
One Day In July LLC
Vermont
$249K – – –
SHFA
193
SC&H Financial Advisors
Maryland
$247K – – –
TWP
194
Tyche Wealth Partners
Texas
$244K +$6.27K +45 +3%
LSPW
195
Lake Street Private Wealth
Illinois
$243K -$11.1K -80 -5%
BBA
196
BLB&B Advisors
Pennsylvania
$237K – – –
GLR
197
Great Lakes Retirement
Ohio
$236K -$115K -828 -35%
CF
198
Centaurus Financial
California
$235K +$4.18K +30 +2%
BFS
199
BridgePort Financial Solutions
Iowa
$233K +$215K +1,545 New
PS
200
Principal Securities
Iowa
$227K -$89.8K -645 -30%
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