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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
351
Segall Bryant & Hamill
Illinois
$583K +$32.1K +123 +6%
BWM
352
Brickley Wealth Management
California
$580K
CA
353
Calton & Associates
Florida
$576K -$58.2K -223 -9%
BFA
354
Beaumont Financial Advisors
Massachusetts
$576K +$37.9K +145 +7%
FPS
355
Fieldpoint Private Securities
Connecticut
$573K
HW
356
Hancock Whitney
Mississippi
$561K
IC
357
Intersect Capital
California
$559K
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$557K +$262K +1,002 +92%
SCM
359
Sterling Capital Management
North Carolina
$548K +$539K +2,063 New
PCFFS
360
Pacific Center for Financial Services
California
$546K +$261 +1 +0%
CPA
361
Court Place Advisors
Maryland
$539K
WIA
362
World Investment Advisors
California
$533K +$525K +2,012 New
DMC
363
Drexel Morgan & Co
Pennsylvania
$532K
LWCFA
364
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$532K
RHBC
365
R.H. Bluestein & Co
Michigan
$532K +$183K +700 +54%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$528K
PFPT
367
Pinnacle Financial Partners (Tennessee)
Tennessee
$527K -$18.3K -70 -3%
HSA
368
HBK Sorce Advisory
Pennsylvania
$527K -$13.1K -50 -2%
HPWM
369
Highland Private Wealth Management
Washington
$523K
CIC
370
Carnegie Investment Counsel
Ohio
$522K +$6.26K +24 +1%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$521K -$134K -514 -21%
FIB
372
First Interstate Bank
Montana
$519K +$40.5K +155 +9%
UBV
373
United Bank (Virginia)
Virginia
$517K
CL
374
CIM LLC
New York
$516K
KHLMVGHM
375
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$515K