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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
351
Parsons Capital Management
Rhode Island
$332K – – –
CIC
352
Carnegie Investment Counsel
Ohio
$330K +$438 +2 +0.1%
SSB
353
Sandy Spring Bank
Maryland
$321K -$11.8K -54 -4%
WP
354
WealthSource Partners
California
$321K -$4.38K -20 -1%
DLHL
355
Donald L. Hagan LLC
Florida
$313K – – –
NFG
356
Nadler Financial Group
Illinois
$313K – – –
BC
357
Burney Company
Virginia
$308K +$9.85K +45 +3%
AA
358
Ancora Advisors
Ohio
$303K – – –
APP
359
Avantax Planning Partners
Iowa
$291K -$19K -87 -6%
BFA
360
Beaumont Financial Advisors
Massachusetts
$288K – – –
NCM
361
Neumann Capital Management
California
$287K – – –
BF
362
BOK Financial
Oklahoma
$284K -$71.3K -326 -20%
GP
363
Girard Partners
Pennsylvania
$272K +$1.31K +6 +0.5%
RE
364
RBC Europe
United Kingdom
$269K +$263K +1,200 New
AIP
365
Ahrens Investment Partners
Louisiana
$267K +$42.7K +195 +20%
PWAP
366
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$266K -$18.6K -85 -7%
ZF
367
Zhang Financial
Michigan
$263K – – –
PFM
368
Parsec Financial Management
North Carolina
$262K +$1.09K +5 +0.4%
ZIC
369
ZWJ Investment Counsel
Georgia
$261K +$219 +1 +0.1%
PFA
370
Paradigm Financial Advisors
Missouri
$260K – – –
DW
371
Domani Wealth
Pennsylvania
$259K – – –
RWA
372
Ropes Wealth Advisors
Massachusetts
$259K – – –
QAM
373
QCI Asset Management
New York
$250K -$62.4K -285 -20%
PWLP
374
Prio Wealth Limited Partnership
Massachusetts
$248K – – –
GT
375
Greenleaf Trust
Michigan
$246K -$109K -500 -31%
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