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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
251
International Assets Investment Management
Florida
$3.09M +$173K +445 +6%
CT
252
Caldwell Trust
Florida
$3.09M -$133K -343 -4%
BSW
253
Buckingham Strategic Wealth
Missouri
$3.07M -$204K -526 -6%
AGP
254
Autumn Glory Partners
Texas
$3.05M
MIC
255
Meridian Investment Counsel
California
$3.03M
WWM
256
Western Wealth Management
Colorado
$3.03M -$136K -351 -4%
MSFS
257
Main Street Financial Solutions
Pennsylvania
$3.01M +$648K +1,668 +28%
GLLW
258
Graves Light Lenhart Wealth
Virginia
$2.94M +$388 +1 +0%
WIA
259
World Investment Advisors
California
$2.91M +$1.4M +3,619 +95%
Vontobel Holding
260
Vontobel Holding
Switzerland
$2.9M +$1.44M +3,700 +100%
FWA
261
FSC Wealth Advisors
New York
$2.87M
SPC
262
Sigma Planning Corp
Michigan
$2.82M -$1.24M -3,198 -31%
SWM
263
Spire Wealth Management
Virginia
$2.81M -$43.1K -111 -2%
FWM
264
Fingerlakes Wealth Management
New York
$2.8M -$1.17K -3 -0%
LIM
265
Letson Investment Management
Georgia
$2.8M
HI
266
Hudock Inc
Pennsylvania
$2.79M -$9.32K -24 -0.3%
JEST
267
JTC Employer Solutions Trustee
Jersey
$2.73M
SC
268
Savant Capital
Illinois
$2.72M +$160K +413 +6%
BW
269
Bison Wealth
Georgia
$2.7M
SAM
270
SignalPoint Asset Management
Missouri
$2.68M +$130K +334 +5%
GC
271
Grimes & Company
Massachusetts
$2.68M +$137K +354 +5%
WANY
272
Wealthspire Advisors (New York)
New York
$2.65M -$57.8K -149 -2%
CFGA
273
Cambridge Financial Group (Arizona)
Arizona
$2.65M -$85K -219 -3%
TA
274
TrueWealth Advisors
Alabama
$2.64M -$90.8K -234 -3%
FMWA
275
Forvis Mazars Wealth Advisors
Missouri
$2.64M -$706K -1,819 -21%