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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
276
Court Place Advisors
Maryland
$487K +$408 +2 +0.1%
PAMG
277
Patton Albertson Miller Group
Tennessee
$479K -$36.7K -180 -7%
PNAA
278
Pictet North America Advisors
Switzerland
$475K – – –
IWMPD
279
Integrated Wealth Management (Palm Desert)
California
$472K +$41K +201 +10%
FA
280
FMA Advisory
Pennsylvania
$471K +$465K +2,282 New
FHB
281
First Hawaiian Bank
Hawaii
$469K – – –
RC
282
RegentAtlantic Capital
New Jersey
$454K – – –
GCA
283
Greenwood Capital Associates
South Carolina
$450K -$32.6K -160 -7%
OC
284
Oarsman Capital
Wisconsin
$444K +$438K +2,150 New
BRWA
285
B. Riley Wealth Advisors
Florida
$432K -$30.8K -151 -7%
WP
286
WealthSource Partners
California
$428K +$46.1K +226 +12%
GWM
287
Geneos Wealth Management
Colorado
$426K +$62K +304 +17%
EWA
288
EP Wealth Advisors
California
$424K -$2.85K -14 -0.7%
KA
289
Kovack Advisors
Florida
$422K -$139K -680 -25%
FPCM
290
Financial Partners Capital Management
New York
$420K -$8.36K -41 -2%
MPM
291
Meritage Portfolio Management
Kansas
$419K +$414K +2,030 New
DMC
292
Drexel Morgan & Co
Pennsylvania
$413K – – –
LWCFA
293
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$413K – – –
HIC
294
Holderness Investments Company
North Carolina
$412K +$407K +1,995 New
SBH
295
Segall Bryant & Hamill
Illinois
$410K -$118K -580 -23%
PFPT
296
Pinnacle Financial Partners (Tennessee)
Tennessee
$406K – – –
DCM
297
Donaldson Capital Management
Indiana
$406K +$204 +1 +0.1%
UBWV
298
United Bank (West Virginia)
West Virginia
$401K – – –
CL
299
CIM LLC
New York
$400K – – –
BFC
300
Blue Fin Capital
Rhode Island
$392K +$6.12K +30 +2%
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12
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