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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 (%) |
|---|---|---|---|---|---|
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 14,474 | $2.74M | $3.02M | $283,298.12 | 10.35% |
 David Hunter Horizons Wealth Management | 247 | $53,028.43 | $52,104.65 | -$923.78 | -1.74% |
 Rachel Faulk Cape Investment Advisory Inc. | 44 | $10,067.7 | $9,101.84 | -$965.86 | -9.59% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 1,490 | $361,206 | $311,603.7 | -$49,602.3 | -13.73% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 571 | $90,111.75 | $117,654.55 | $27,542.8 | 30.57% |
 Mariana Coli Dunhill Financial LLC | 136 | $18,056.3 | $28,141.12 | $10,084.82 | 55.85% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 214 | $45,943.95 | $44,610.44 | -$1,333.51 | -2.9% |
 Lukas Lindgren Abound Wealth Management | 238 | $30,351.3 | $49,225.54 | $18,874.24 | 62.19% |
 Drew Phillips Fortitude Family Office LLC | 200 | $48,484 | $41,384 | -$7,100 | -14.64% |
 Thomas P. Mullooly Mullooly Asset Management Inc. | 2,930 | $449,218.21 | $601,279.95 | $152,061.74 | 33.85% |
 Matthew Zienty Cardinal Point Capital Management ULC | 8,780 | $1.68M | $1.83M | $150,410.9 | 8.93% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,630 | $1.42M | $1.39M | -$30,207.6 | -2.13% |
 Jill Grimes Centurion Wealth Management LLC | 1,480 | $312,799.45 | $309,216.4 | -$3,583.05 | -1.15% |
 Brian Dechow SWAN Capital LLC | 122 | $25,853.78 | $25,492.51 | -$361.27 | -1.4% |
 Bert D. Barre Colonial Trust Co. / SC | 173 | $23,076.16 | $35,551.5 | $12,475.34 | 54.06% |
 Victoria Latham Fiduciary Alliance LLC | 1,788 | $248,304.22 | $373,137.72 | $124,833.5 | 50.27% |
 Loni Adams Daymark Wealth Partners LLC | 1,550 | $300,796.13 | $323,376.5 | $22,580.37 | 7.51% |
 Jessica Thayer Unique Wealth LLC | 14,644 | $3.09M | $3.06M | -$28,193.93 | -0.91% |
 Michael Snyder Beaumont Financial Advisors LLC | 2,579 | $457,917.21 | $538,495.2 | $80,577.99 | 17.6% |
 Erik Brenner Hilltop Partners LLC | 944 | $228,845 | $198,409.92 | -$30,435.08 | -13.3% |
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