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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
226
Clifford Swan Investment Counsel
California
$300K – – –
SI
227
SII Investments
Wisconsin
$298K +$284K +1,808 New
DCM
228
Donaldson Capital Management
Indiana
$296K -$5.5K -35 -2%
AF
229
Allworth Financial
California
$294K -$29.1K -185 -9%
CNB
230
City National Bank
Delaware
$292K -$21.4K -136 -7%
MIC
231
Meridian Investment Counsel
California
$291K +$276K +1,759 New
BFC
232
Blue Fin Capital
Rhode Island
$287K +$272K +1,734 New
CM
233
Churchill Management
California
$285K +$271K +1,723 New
SSWM
234
Sheets Smith Wealth Management
North Carolina
$281K – – –
SGC
235
South Georgia Capital
Illinois
$281K +$267K +1,700 New
HH
236
Hilltop Holdings
Texas
$274K -$133K -849 -34%
TC
237
Telemus Capital
Michigan
$274K – – –
N
238
Natixis
France
$265K -$4.97M -31,600 -95%
BCM
239
Beck Capital Management
Texas
$265K +$266K +1,690 New
PWAP
240
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$263K – – –
CMP
241
Courage Miller Partners
Virginia
$259K – – –
AP
242
Appleton Partners
Massachusetts
$256K -$11.8K -75 -5%
BUB
243
BBVA USA Bancshares
Texas
$249K – – –
BP
244
Ballentine Partners
Massachusetts
$248K – – –
SAM
245
SignalPoint Asset Management
Missouri
$248K +$235K +1,496 New
SGH
246
Schonfeld Group Holdings
New York
$248K +$236K +1,500 New
UR
247
USCA RIA
Texas
$246K -$3.77K -24 -2%
BCA
248
Benchmark Capital Advisors
New York
$244K – – –
NES
249
New England Securities
New York
$238K +$629 +4 +0.3%
CB
250
Commerce Bank
Missouri
$233K – – –
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