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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
301
Carnegie Investment Counsel
Ohio
$249K +$235K +1,411 New
SWA
302
SFMG Wealth Advisors
Texas
$248K – – –
DLHL
303
Donald L. Hagan LLC
Florida
$247K – – –
NFG
304
Nadler Financial Group
Illinois
$247K – – –
MFT
305
Moisand Fitzgerald Tamayo
Florida
$245K – – –
CFG
306
Citizens Financial Group
Rhode Island
$242K – – –
FUBT
307
First United Bank & Trust
Maryland
$238K -$9.16K -55 -4%
JIP
308
Jaffetilchin Investment Partners
Florida
$232K +$1.17K +7 +0.5%
CA
309
Cullinan Associates
Kentucky
$230K – – –
HF
310
Hoxton Financial
West Virginia
$230K – – –
SIC
311
Salem Investment Counselors
North Carolina
$230K – – –
NCM
312
Neumann Capital Management
California
$227K – – –
IC
313
Inverness Counsel
New York
$213K – – –
BBHC
314
Brown Brothers Harriman & Co
New York
$212K -$200K -1,201 -50%
EFS
315
Essex Financial Services
Connecticut
$209K -$28.3K -170 -13%
SFSIG
316
San Francisco Sentry Investment Group
California
$209K +$198K +1,188 New
BMM
317
Berkshire Money Management
Massachusetts
$207K – – –
ZF
318
Zhang Financial
Michigan
$204K – – –
KHLMVGHM
319
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$203K – – –
BHB
320
Bank Hapoalim BM
Israel
$201K -$50.8K -305 -21%
NSIM
321
North Star Investment Management
Illinois
$197K – – –
IIM
322
Ipswich Investment Management
Massachusetts
$177K +$167K +1,000 New
TWA
323
TCI Wealth Advisors
Arizona
$154K -$21.8K -131 -13%
KA
324
Klingman & Associates
New York
$147K – – –
MWM
325
MinichMacGregor Wealth Management
New York
$141K – – –
11 12
13
14 15