We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
326
Breiter Capital Management
Florida
$553K +$530K +2,237 New
GCA
327
Greenwood Capital Associates
South Carolina
$551K -$28.2K -119 -5%
BC
328
Burney Company
Virginia
$544K +$195K +823 +60%
EWA
329
EP Wealth Advisors
California
$542K +$15.4K +65 +3%
WP
330
WealthSource Partners
California
$537K +$175K +738 +51%
SAS
331
Stelac Advisory Services
New York
$523K -$1.53M -6,439 -75%
PCFFS
332
Pacific Center for Financial Services
California
$522K – – –
OIA
333
OneDigital Investment Advisors
Kansas
$515K +$477K +2,015 +3,148%
OC
334
Oarsman Capital
Wisconsin
$507K -$23.7K -100 -5%
CIA
335
Capital Investment Advisors
Georgia
$506K +$54K +228 +13%
LA
336
Legacy Advisors
Pennsylvania
$505K – – –
FPCM
337
Financial Partners Capital Management
New York
$503K – – –
MWAC
338
Mariner Wealth Advisors (Cincinnati)
Ohio
$502K -$44.1K -186 -8%
SBWM
339
Sunflower Bank Wealth Management
Arizona
$502K +$480K +2,028 New
FWM
340
Focused Wealth Management
New York
$498K -$161K -679 -25%
DMC
341
Drexel Morgan & Co
Pennsylvania
$495K – – –
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$495K – – –
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
$494K +$213K +900 +82%
GWM
344
Geneos Wealth Management
Colorado
$492K +$15.4K +65 +3%
DCM
345
Donaldson Capital Management
Indiana
$488K +$237 +1 +0.1%
UBV
346
United Bank (Virginia)
Virginia
$481K +$460K +1,944 New
CL
347
CIM LLC
New York
$480K – – –
NPF
348
Norris Perne & French
Michigan
$476K -$11.8K -50 -3%
EWF
349
Epstein & White Financial
California
$476K +$438K +1,851 New
BCI
350
Brinker Capital Investments
Pennsylvania
$468K – – –
12 13
14
15 16