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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
176
Cooper/Haims Advisors
New York
$332K -$17.1K -109 -5%
WA
177
Wealthstar Advisors
Texas
$324K -$115K -732 -27%
EHAM
178
Eagle Harbor Asset Management
Washington
$322K – – –
BCM
179
Boreal Capital Management
Florida
$320K -$54.9K -351 -15%
Principal Securities
180
Principal Securities
Iowa
$317K +$69.9K +447 +30%
CG
181
Curat Global
New Hampshire
$316K +$77.9K +498 +34%
SCA
182
Sandy Cove Advisors
Massachusetts
$312K – – –
Perigon Wealth Management
183
Perigon Wealth Management
California
$309K – – –
North Star Asset Management
184
North Star Asset Management
Wisconsin
$292K – – –
WCM
185
Washburn Capital Management
Florida
$284K -$77.4K -495 -22%
GCWM
186
Guided Capital Wealth Management
Texas
$282K – – –
Balentine LLC
187
Balentine LLC
Georgia
$280K +$270K +1,726 New
GAMC
188
Garner Asset Management Corp
Texas
$275K +$626 +4 +0.2%
Wealthspire Advisors (New York)
189
Wealthspire Advisors (New York)
New York
$268K -$44.9K -287 -15%
ODIJL
190
One Day In July LLC
Vermont
$268K – – –
SHFA
191
SC&H Financial Advisors
Maryland
$266K – – –
LSPW
192
Lake Street Private Wealth
Illinois
$259K -$3.13K -20 -1%
GIA
193
Gladstone Institutional Advisory
Florida
$255K -$17.2K -110 -7%
BBA
194
BLB&B Advisors
Pennsylvania
$255K – – –
BFS
195
BridgePort Financial Solutions
Iowa
$251K – – –
GLR
196
Great Lakes Retirement
Ohio
$251K -$3.13K -20 -1%
MA
197
MBA Advisors
Pennsylvania
$246K +$237K +1,516 New
Carnegie Investment Counsel
198
Carnegie Investment Counsel
Ohio
$246K +$237K +1,515 New
Procyon Advisors
199
Procyon Advisors
Connecticut
$246K -$62.6K -400 -21%
WA
200
WBH Advisory
Maryland
$244K – – –