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Upcoming ITA split of 3:1 in 19 days (5 Nov 2026)
iShares U.S. Aerospace & Defense ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 DAVID REICHERT Atlatl Advisers LLC | 1,772 | $379,831.92 | $369,665.78 | -$10,166.14 | -2.68% |
 David Millar Gen-Wealth Partners Inc | 4,383 | $933,590.33 | $915,301.89 | -$18,288.44 | -1.96% |
 Geoffrey A. Frazier Global Financial Private Client, LLC | 11,348 | $1.43M | $2.35M | $914,985.6 | 63.84% |
 Jade Eagles WEALTHGARDEN F.S. LLC | 3,398 | $538,378.65 | $716,994.99 | $178,616.34 | 33.18% |
 Kenneth Bellavance Investment Planning Advisors, Inc. | 1,055 | $230,733.12 | $220,009.7 | -$10,723.42 | -4.65% |
 Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 2,309 | $359,178.58 | $477,778.28 | $118,599.7 | 33.02% |
 Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 195 | $33,114.34 | $40,692.6 | $7,578.26 | 22.89% |
 Kara Lilian Lynx Investment Advisory | 876 | $212,247 | $183,259.2 | -$28,987.8 | -13.66% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 66,670 | $14.21M | $13.71M | -$500,372.49 | -3.52% |
 Kerri Hicken FULLCIRCLE WEALTH LLC | 2,264 | $479,425 | $473,764.64 | -$5,660.36 | -1.18% |
 Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 24,472 | $3.59M | $5.02M | $1.42M | 39.62% |
 Andrew Bowers BridgePort Financial Solutions, LLC | 7,393 | $1.61M | $1.54M | -$68,360.42 | -4.25% |
 Craig Small Symphony Financial Services, Inc. | 3,467 | $560,661.46 | $714,233.9 | $153,572.44 | 27.39% |
 David A Rozenson Fairscale Capital, LLC | 123 | $24,182 | $25,655.95 | $1,473.95 | 6.1% |
 David Van Overeem RMR Capital Management, LLC | 1,860 | $236,000.62 | $381,783.6 | $145,782.98 | 61.77% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 696 | $152,250 | $145,554.48 | -$6,695.52 | -4.4% |
 John Gallagher Gallagher Capital Advisors, LLC | 1,234 | $244,282.22 | $253,290.84 | $9,008.62 | 3.69% |
 Bryan Gort Quest 10 Wealth Builders, Inc. | 52 | $8,005.5 | $10,857.6 | $2,852.1 | 35.63% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 4,558 | $997,062.55 | $956,359.56 | -$40,702.99 | -4.08% |
 John Quinn Safe Harbor Fiduciary, LLC | 4,809 | $887,314.31 | $986,349.94 | $99,035.63 | 11.16% |
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