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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
276
Grandview Asset Management
Pennsylvania
$1.16M -$167K -613 -13%
NIA
277
Northstar Investment Advisors
Colorado
$1.15M -$139K -510 -11%
AA
278
Apriem Advisors
California
$1.15M – – –
BCM
279
Brookstone Capital Management
Illinois
$1.15M +$260K +951 +30%
IC
280
IEQ Capital
California
$1.15M – – –
CCT
281
Country Club Trust
Missouri
$1.14M +$343K +1,255 +44%
SSG
282
Summit Securities Group
New York
$1.1M -$2.27M -8,325 -68%
BOS
283
Bingham Osborn & Scarborough
California
$1.1M -$14.8K -54 -1%
SFSIG
284
San Francisco Sentry Investment Group
California
$1.1M +$47K +172 +5%
BWA
285
Beam Wealth Advisors
Louisiana
$1.09M -$113K -415 -10%
RC
286
Roundview Capital
New Jersey
$1.08M – – –
CTI
287
Community Trust & Investment
Kentucky
$1.08M – – –
SIC
288
Samalin Investment Counsel
New York
$1.08M +$199K +729 +23%
M
289
MOTCO
Texas
$1.07M -$65.8K -241 -6%
WWM
290
Western Wealth Management
Colorado
$1.06M +$12.3K +45 +1%
HWA
291
HCR Wealth Advisors
California
$1.05M – – –
MMHP
292
Murphy Middleton Hinkle & Parker
Georgia
$1.05M – – –
AAMA
293
Advanced Asset Management Advisors
Ohio
$1.04M – – –
SCM
294
SOL Capital Management
Maryland
$1.04M – – –
GIA
295
Gladstone Institutional Advisory
Florida
$1.04M +$159K +581 +18%
AMIM
296
Aull & Monroe Investment Management
Alabama
$1.02M -$4.1K -15 -0.4%
EW
297
Evoke Wealth
California
$1.01M +$108K +396 +12%
EWM
298
Evercore Wealth Management
New York
$993K – – –
AWE
299
Avidian Wealth Enterprises
Texas
$987K – – –
MLL
300
Moody Lynn & Lieberson
Massachusetts
$980K -$273K -1,000 -22%
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