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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
301
WESPAC Advisors
California
$481K -$52.5K -240 -10%
OC
302
Oarsman Capital
Wisconsin
$481K – – –
EWA
303
EP Wealth Advisors
California
$476K – – –
SI
304
SII Investments
Wisconsin
$474K +$100K +458 +27%
PCFFS
305
Pacific Center for Financial Services
California
$473K – – –
LA
306
Legacy Advisors
Pennsylvania
$457K +$186K +852 +72%
FPCM
307
Financial Partners Capital Management
New York
$455K – – –
SAM
308
SignalPoint Asset Management
Missouri
$451K +$442K +2,018 New
DMC
309
Drexel Morgan & Co
Pennsylvania
$448K – – –
LWCFA
310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$448K – – –
NPF
311
Norris Perne & French
Michigan
$442K – – –
DCM
312
Donaldson Capital Management
Indiana
$441K +$219 +1 +0.1%
UBWV
313
United Bank (West Virginia)
West Virginia
$435K – – –
CL
314
CIM LLC
New York
$434K – – –
GWM
315
Geneos Wealth Management
Colorado
$430K -$3.94K -18 -0.9%
BCI
316
Brinker Capital Investments
Pennsylvania
$423K – – –
HSA
317
HBK Sorce Advisory
Pennsylvania
$420K -$5.03K -23 -1%
SBH
318
Segall Bryant & Hamill
Illinois
$417K -$27.4K -125 -6%
FIB
319
First Interstate Bank
Montana
$413K -$21.9K -100 -5%
SIAS
320
Shine Investment Advisory Services
Colorado
$413K +$1.97K +9 +0.5%
BFC
321
Blue Fin Capital
Rhode Island
$412K -$12.3K -56 -3%
IC
322
InterOcean Capital
Illinois
$412K – – –
CIA
323
Capital Investment Advisors
Georgia
$407K -$17.5K -80 -4%
OSNBOA
324
Old Second National Bank of Aurora
Illinois
$406K – – –
MIC
325
Meridian Investment Counsel
California
$395K +$219 +1 +0.1%
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13
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