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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$3.78M +$320K +640 +10%
SFG
302
SNS Financial Group
Minnesota
$3.77M +$1.32M +2,652 +58%
MCA
303
McGuire Capital Advisors
Oklahoma
$3.72M +$1.06M +2,114 +42%
IA
304
IFP Advisors
Florida
$3.72M -$140K -281 -4%
CA
305
CoreCap Advisors
Michigan
$3.71M -$98.4K -197 -3%
RI
306
Ruggiero Investments
Florida
$3.68M -$118K -236 -3%
OCM
307
Objective Capital Management
Ohio
$3.68M +$256K +512 +8%
JEST
308
JTC Employer Solutions Trustee
Jersey
$3.59M – – –
VCP
309
Verus Capital Partners
Arizona
$3.58M +$256K +513 +8%
FWM
310
Fingerlakes Wealth Management
New York
$3.53M -$26.5K -53 -0.8%
GS
311
GWN Securities
Florida
$3.47M -$95.9K -192 -3%
SS
312
STG Securities
New York
$3.44M +$3.29M +6,578 New
TCA
313
Transcend Capital Advisors
New Jersey
$3.43M +$3.5K +7 +0.1%
IAN
314
Integrated Advisors Network
Texas
$3.43M +$256K +513 +8%
CFO
315
Callan Family Office
Pennsylvania
$3.41M +$8.99K +18 +0.3%
PA
316
PFG Advisors
Arizona
$3.41M -$84.4K -169 -3%
KFAS
317
Keating Financial Advisory Services
Kansas
$3.38M -$7.49K -15 -0.2%
HIP
318
HUB Investment Partners
Texas
$3.37M +$1.38M +2,761 +75%
GVAG
319
Great Valley Advisor Group
Delaware
$3.36M +$297K +594 +10%
ADL
320
Asset Dedication LLC
California
$3.31M +$101K +202 +3%
CNBT
321
Canandaigua National Bank & Trust
New York
$3.3M +$3.15M +6,313 New
KFA
322
Kelleher Financial Advisors
New York
$3.29M -$903K -1,809 -22%
MCM
323
Mattern Capital Management
Colorado
$3.29M – – –
BWM
324
BigSur Wealth Management
Florida
$3.23M – – –
MWA
325
Monograph Wealth Advisors
California
$3.19M – – –
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