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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BUB
326
BBVA USA Bancshares
Texas
$289K – – –
WAS
327
Winch Advisory Services
Wisconsin
$284K +$131K +693 +93%
DLHL
328
Donald L. Hagan LLC
Florida
$277K – – –
NFG
329
Nadler Financial Group
Illinois
$277K – – –
KC
330
Kingfisher Capital
North Carolina
$276K -$634K -3,365 -71%
KHLMVGHM
331
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$276K – – –
WSTAM
332
Wilbanks Smith & Thomas Asset Management
Virginia
$272K +$260K +1,378 New
AA
333
Ancora Advisors
Ohio
$268K +$255K +1,355 New
CCM
334
Coldstream Capital Management
Washington
$268K +$256K +1,359 New
HCIA
335
Hochman Cole Investment Advisors
Illinois
$264K +$252K +1,335 New
BC
336
Burney Company
Virginia
$263K +$251K +1,331 New
SIC
337
Salem Investment Counselors
North Carolina
$257K – – –
AIP
338
Ahrens Investment Partners
Louisiana
$254K +$242K +1,285 New
NCM
339
Neumann Capital Management
California
$253K – – –
PWAP
340
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$252K -$137K -724 -36%
ZF
341
Zhang Financial
Michigan
$247K – – –
CCB
342
Cutter & Co Brokerage
Missouri
$244K -$97.7K -518 -30%
SFM
343
Signet Financial Management
New Jersey
$243K -$1.13M -6,000 -83%
CWM
344
Concert Wealth Management
California
$243K -$433K -2,297 -65%
AAS
345
Annex Advisory Services
Wisconsin
$242K -$65.4K -347 -22%
PIM
346
Penobscot Investment Management
Massachusetts
$241K -$28.3K -150 -11%
S
347
SignatureFD
Georgia
$241K +$40.5K +215 +21%
PWLP
348
Prio Wealth Limited Partnership
Massachusetts
$240K +$230K +1,220 New
BFA
349
Beaumont Financial Advisors
Massachusetts
$238K -$15.1K -80 -6%
CA
350
Cullinan Associates
Kentucky
$237K -$18.9K -100 -8%
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14
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