IYY icon

iShares Dow Jones US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
201
Freestone Capital Holdings
Washington
$248K -$274K -1,665 -53%
WCM
202
Washburn Capital Management
Florida
$241K -$48K -292 -17%
SA
203
SRH Advisors
Kansas
$240K – – –
MSR
204
Main Street Research
Connecticut
$240K – – –
V
205
VeraBank
Texas
$240K – – –
Members Trust
206
Members Trust
Florida
$235K – – –
FA
207
Fagan Associates
New York
$232K – – –
AWM
208
Aureum Wealth Management
Florida
$232K +$230K +1,400 New
GRP
209
Global Retirement Partners
California
$231K +$494 +3 +0.2%
WPC
210
Wedmont Private Capital
Pennsylvania
$229K – – –
DWM
211
Destination Wealth Management
California
$229K – – –
TWP
212
Tyche Wealth Partners
Texas
$226K – – –
NA
213
Nottingham Advisors
New York
$223K – – –
RDWM
214
Red Door Wealth Management
Tennessee
$220K -$11.4K -69 -5%
SCA
215
Snowden Capital Advisors
New York
$209K – – –
BAAM
216
Baker Avenue Asset Management
California
$209K – – –
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$209K – – –
KFA
218
Kapstone Financial Advisors
Ohio
$207K +$206K +1,251 New
JIC
219
Johnson Investment Counsel
Ohio
$206K – – –
PGAM
220
Princeton Global Asset Management
New Jersey
$199K -$395K -2,400 -67%
CF
221
Centaurus Financial
California
$198K +$987 +6 +0.5%
OFG
222
Oxford Financial Group
Indiana
$179K +$494 +3 +0.3%
IA
223
IFP Advisors
Florida
$178K +$4.11K +25 +2%
FHA
224
Flagship Harbor Advisors
Massachusetts
$177K +$176K +1,069 New
BlackRock
225
BlackRock
New York
$163K -$990K -6,016 -86%