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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
301
Grandview Asset Management
Pennsylvania
$1.3M +$15.1K +52 +1%
VA
302
Valmark Advisers
Ohio
$1.28M +$1.22M +4,189 New
BAM
303
Banta Asset Management
California
$1.28M +$1.22M +4,177 New
HPWA
304
Hall Private Wealth Advisors
North Carolina
$1.27M +$1.21M +4,165 New
NIA
305
Northstar Investment Advisors
Colorado
$1.27M – – –
UWM
306
Urban Wealth Management
California
$1.27M +$1.21M +4,157 New
WQ
307
Wealth Quarterback
New Jersey
$1.27M +$1.21M +4,157 New
FHA
308
Flagship Harbor Advisors
Massachusetts
$1.23M -$182K -625 -13%
AA
309
Ashford Advisors
New York
$1.22M +$1.16M +4,000 New
SWA
310
Stratos Wealth Advisors
Ohio
$1.21M +$245K +843 +27%
ECG
311
Edge Capital Group
Georgia
$1.21M -$118K -405 -9%
BOS
312
Bingham Osborn & Scarborough
California
$1.21M -$6.69K -23 -0.6%
AA
313
Advisory Alpha
Michigan
$1.19M -$229K -786 -17%
CTI
314
Community Trust & Investment
Kentucky
$1.19M – – –
RC
315
Roundview Capital
New Jersey
$1.19M -$9.61K -33 -0.8%
M
316
MOTCO
Texas
$1.17M -$14.6K -50 -1%
HWA
317
HCR Wealth Advisors
California
$1.17M +$3.2K +11 +0.3%
BWA
318
Beam Wealth Advisors
Louisiana
$1.16M -$37.5K -129 -3%
MMHP
319
Murphy Middleton Hinkle & Parker
Georgia
$1.16M – – –
AAMA
320
Advanced Asset Management Advisors
Ohio
$1.15M – – –
CWS
321
Cypress Wealth Services
California
$1.15M +$1.1M +3,763 New
CWM
322
Connecticut Wealth Management
Connecticut
$1.15M -$205K -703 -16%
SCM
323
SOL Capital Management
Maryland
$1.14M – – –
MC
324
Miramar Capital
Illinois
$1.14M +$1.06M +3,640 New
SSG
325
Summit Securities Group
New York
$1.13M -$80K -275 -7%
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