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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
276
Fingerlakes Wealth Management
New York
$2.69M +$47.5K +136 +2%
TA
277
TrueWealth Advisors
Alabama
$2.69M -$400K -1,145 -14%
CAGAS
278
Capital Advisory Group Advisory Services
Minnesota
$2.68M -$6.64K -19 -0.3%
PWM
279
Paulson Wealth Management
Illinois
$2.67M -$137K -392 -5%
SWM
280
Spire Wealth Management
Virginia
$2.67M -$1.69M -4,847 -41%
AI
281
Arvest Investments
Arkansas
$2.66M +$2.47M +7,057 New
JEST
282
JTC Employer Solutions Trustee
Jersey
$2.63M – – –
CFGA
283
Cambridge Financial Group (Arizona)
Arizona
$2.63M +$2.44M +6,982 New
FHA
284
First Horizon Advisors
Tennessee
$2.63M -$172K -491 -7%
EFH
285
Eaton Financial Holdings
Florida
$2.6M +$150K +429 +7%
BWM
286
BigSur Wealth Management
Florida
$2.6M – – –
ASN
287
Advisory Services Network
Georgia
$2.59M -$80.4K -230 -3%
SFG
288
SNS Financial Group
Minnesota
$2.56M -$198K -566 -8%
OCM
289
Objective Capital Management
Ohio
$2.54M +$51.7K +148 +2%
QWM
290
Quadcap Wealth Management
Texas
$2.54M +$2.35M +6,732 New
HNB
291
Huntington National Bank
Ohio
$2.53M – – –
SC
292
Savant Capital
Illinois
$2.5M – – –
HIMC
293
Heritage Investors Management Corp
Maryland
$2.49M – – –
GWANC
294
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.48M +$49.3K +141 +2%
SAM
295
SignalPoint Asset Management
Missouri
$2.47M -$9.44K -27 -0.4%
BAM
296
BTS Asset Management
Massachusetts
$2.47M +$2.29M +6,540 New
GC
297
Grimes & Company
Massachusetts
$2.44M +$417K +1,194 +23%
AAS
298
Asset Allocation Strategies
Michigan
$2.42M +$139K +397 +7%
WANY
299
Wealthspire Advisors (New York)
New York
$2.41M -$82.8K -237 -4%
AT
300
Arvest Trust
Oklahoma
$2.4M -$22.4K -64 -1%
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