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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
276
WESPAC Advisors
California
$509K +$219K +1,044 +78%
CPA
277
Court Place Advisors
Maryland
$504K +$420 +2 +0.1%
PAMG
278
Patton Albertson Miller Group
Tennessee
$500K – – –
MCM
279
Maryland Capital Management
Maryland
$473K -$134K -639 -22%
RC
280
RegentAtlantic Capital
New Jersey
$469K – – –
SF
281
Synovus Financial
Georgia
$468K +$166K +791 +57%
BHB
282
Bank Hapoalim BM
Israel
$463K -$133K -635 -23%
OC
283
Oarsman Capital
Wisconsin
$458K – – –
EWA
284
EP Wealth Advisors
California
$453K +$14.7K +70 +3%
MWAC
285
Mariner Wealth Advisors (Cincinnati)
Ohio
$453K +$52K +248 +13%
VKH
286
Virtu KCG Holdings
New York
$450K -$2.89M -13,778 -87%
PCFFS
287
Pacific Center for Financial Services
California
$450K +$48.7K +232 +12%
LWCFA
288
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$437K – – –
FPCM
289
Financial Partners Capital Management
New York
$434K – – –
EFS
290
Essex Financial Services
Connecticut
$433K +$147K +700 +53%
DMC
291
Drexel Morgan & Co
Pennsylvania
$426K – – –
SBH
292
Segall Bryant & Hamill
Illinois
$424K – – –
CWM
293
Concert Wealth Management
California
$424K +$153K +729 +58%
NPF
294
Norris Perne & French
Michigan
$421K -$285K -1,360 -41%
DCM
295
Donaldson Capital Management
Indiana
$420K – – –
UBWV
296
United Bank (West Virginia)
West Virginia
$415K – – –
FIB
297
First Interstate Bank
Montana
$415K +$157K +750 +63%
GWM
298
Geneos Wealth Management
Colorado
$414K -$26.2K -125 -6%
CL
299
CIM LLC
New York
$414K – – –
BFC
300
Blue Fin Capital
Rhode Island
$405K – – –
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