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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
276
Pacific Financial Group
Washington
$960K +$52.1K +196 +5%
Cetera Investment Advisers
277
Cetera Investment Advisers
Illinois
$944K +$407K +1,531 +55%
SIC
278
Samalin Investment Counsel
New York
$939K +$930K +3,501 +447%
KIA
279
KCM Investment Advisors
California
$932K -$146K -550 -11%
CFO
280
CVA Family Office
Colorado
$922K +$1.12M +4,204 New
UR
281
USCA RIA
Texas
$917K -$10.6K -40 -0.9%
LFAS
282
Level Four Advisory Services
Texas
$916K -$593K -2,234 -35%
AA
283
Apriem Advisors
California
$910K
GT
284
Glenmede Trust
Pennsylvania
$904K
IC
285
IEQ Capital
California
$902K -$175K -659 -14%
M
286
MOTCO
Texas
$901K -$19.9K -75 -2%
BWA
287
Beam Wealth Advisors
Louisiana
$889K +$720K +2,712 +202%
RC
288
Roundview Capital
New Jersey
$886K -$30.5K -115 -3%
BFM
289
Boothbay Fund Management
New York
$877K +$1.06M +4,000 New
RJT
290
Raymond James Trust
Florida
$875K -$47.8K -180 -4%
BWM
291
Bernicke Wealth Management
Wisconsin
$873K -$51.3K -193 -5%
BW
292
Bison Wealth
Georgia
$862K -$494K -1,859 -32%
BUB
293
BBVA USA Bancshares
Texas
$860K -$924K -3,480 -47%
CWS
294
Cypress Wealth Services
California
$860K +$54.7K +206 +6%
CTI
295
Community Trust & Investment
Kentucky
$855K
WC
296
Waterloo Capital
Texas
$855K +$1.04M +3,900 New
MA
297
MUFG Americas
New York
$851K -$48.6K -183 -5%
HWA
298
HCR Wealth Advisors
California
$847K +$5.58K +21 +0.5%
CAM
299
Cresset Asset Management
Illinois
$844K +$160K +601 +19%
AMIM
300
Aull & Monroe Investment Management
Alabama
$836K +$9.03K +34 +0.9%