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iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
Wealthstar Advisors
Texas
$307K -$15.6K -94 -5%
CHA
177
Cooper/Haims Advisors
New York
$305K -$19.7K -119 -6%
SCA
178
Sandy Cove Advisors
Massachusetts
$305K
CWA
179
Clarity Wealth Advisors
California
$304K -$33.4K -202 -10%
PWM
180
Perigon Wealth Management
California
$301K
PS
181
Principal Securities
Iowa
$299K -$1.99K -12 -0.6%
PIP
182
Peachtree Investment Partners
Florida
$295K -$89.8K -543 -23%
MA
183
MBA Advisors
Pennsylvania
$291K +$662 +4 +0.2%
NSAM
184
North Star Asset Management
Wisconsin
$285K
CPSAC
185
Chas P. Smith & Associates (CPS)
Florida
$285K +$298K +1,800 New
UBS AM
186
UBS AM
Illinois
$283K +$296K +1,787 New
HIC
187
Hamrick Investment Counsel
Washington
$280K +$293K +1,769 New
GCWM
188
Guided Capital Wealth Management
Texas
$275K
BL
189
Balentine LLC
Georgia
$273K
GAMC
190
Garner Asset Management Corp
Texas
$269K +$496 +3 +0.2%
AWA
191
Arkadios Wealth Advisors
Georgia
$267K +$331 +2 +0.1%
SHFA
192
SC&H Financial Advisors
Maryland
$259K
GIA
193
Gladstone Institutional Advisory
Florida
$249K +$496 +3 +0.2%
BBA
194
BLB&B Advisors
Pennsylvania
$249K
BFS
195
BridgePort Financial Solutions
Iowa
$245K
GLR
196
Great Lakes Retirement
Ohio
$241K -$662 -4 -0.3%
WA
197
WBH Advisory
Maryland
$239K
LSPW
198
Lake Street Private Wealth
Illinois
$239K -$2.15K -13 -0.9%
GGS
199
Galvin Gaustad & Stein
Arizona
$238K +$662 +4 +0.3%
FCH
200
Freestone Capital Holdings
Washington
$237K