We are live on ! Find out more
IYY icon

iShares Dow Jones US ETF
IYY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
201
Freestone Capital Holdings
Washington
$273K – – –
GWM
202
Geneos Wealth Management
Colorado
$269K – – –
BBHC
203
Brown Brothers Harriman & Co
New York
$266K +$257K +1,457 New
SA
204
SRH Advisors
Kansas
$264K – – –
MSR
205
Main Street Research
Connecticut
$264K – – –
FA
206
Fagan Associates
New York
$255K – – –
GRP
207
Global Retirement Partners
California
$254K +$246K +1,396 New
IA
208
IFP Advisors
Florida
$252K +$55.4K +314 +29%
DWM
209
Destination Wealth Management
California
$252K – – –
WCM
210
Washburn Capital Management
Florida
$251K -$13.1K -74 -5%
SA
211
Sanctuary Advisors
Indiana
$251K -$1.24K -7 -0.5%
WPC
212
Wedmont Private Capital
Pennsylvania
$251K – – –
TWP
213
Tyche Wealth Partners
Texas
$249K – – –
AWM
214
Aureum Wealth Management
Florida
$247K – – –
RDWM
215
Red Door Wealth Management
Tennessee
$241K – – –
GLR
216
Great Lakes Retirement
Ohio
$238K -$37.9K -215 -14%
SCA
217
Snowden Capital Advisors
New York
$230K – – –
BAAM
218
Baker Avenue Asset Management
California
$229K +$222K +1,258 New
JIC
219
Johnson Investment Counsel
Ohio
$227K +$220K +1,245 New
LA
220
LexAurum Advisors
Kansas
$222K +$215K +1,220 New
PA
221
Procyon Advisors
Connecticut
$221K +$214K +1,212 New
PGAM
222
Princeton Global Asset Management
New Jersey
$219K – – –
CF
223
Centaurus Financial
California
$218K – – –
TFS
224
Targeted Financial Services
Florida
$217K +$210K +1,193 New
HIC
225
Holderness Investments Company
North Carolina
$215K +$208K +1,180 New
7 8
9
10 11