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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
251
Appleton Partners
Massachusetts
$350K +$78K +450 +30%
CCMH
252
Cornerstone Capital Management Holdings
New York
$350K +$341K +1,969 New
SWP
253
Stratos Wealth Partners
Ohio
$349K +$340K +1,962 New
TC
254
Telemus Capital
Michigan
$344K -$15.6K -90 -4%
PCM
255
Parsons Capital Management
Rhode Island
$341K – – –
CL
256
CIM LLC
New York
$333K – – –
PWAP
257
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$329K +$13K +75 +4%
IH
258
IFC Holdings
Florida
$327K -$111K -639 -26%
CLOS
259
Compagnie Lombard Odier SCmA
Switzerland
$327K – – –
CSIC
260
Clifford Swan Investment Counsel
California
$322K – – –
OSNBOA
261
Old Second National Bank of Aurora
Illinois
$322K +$314K +1,812 New
BFC
262
Blue Fin Capital
Rhode Island
$321K +$20.1K +116 +7%
EB
263
Eastern Bank
Massachusetts
$313K – – –
MIC
264
Meridian Investment Counsel
California
$313K – – –
SPL
265
Smart Portfolios LLC
Washington
$311K -$3.42M -19,755 -91%
CNB
266
City National Bank
Delaware
$304K -$41.9K -242 -12%
PFA
267
Paradigm Financial Advisors
Missouri
$304K +$12.6K +73 +4%
SSWM
268
Sheets Smith Wealth Management
North Carolina
$302K – – –
PFS
269
Prospera Financial Services
Texas
$294K +$287K +1,655 New
STI
270
Susquehanna Trust & Investment
Pennsylvania
$293K -$4.33K -25 -1%
TRCT
271
Tower Research Capital (TRC)
New York
$292K +$283K +1,632 +14,836%
CMP
272
Courage Miller Partners
Virginia
$289K -$7.8K -45 -3%
FNBT
273
FineMark National Bank & Trust
Florida
$278K – – –
FMBTD
274
First Midwest Bank Trust Division
Illinois
$271K – – –
BP
275
Ballentine Partners
Massachusetts
$267K – – –
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11
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