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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
351
Intercontinental Wealth Advisors
Texas
$1.42M +$668K +1,881 +93%
DHGWA
352
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.42M +$1.39M +3,903 New
CTI
353
Community Trust & Investment
Kentucky
$1.42M – – –
FANJ
354
Financial Architects (New Jersey)
New Jersey
$1.42M +$178K +501 +15%
MCM
355
Morton Capital Management
California
$1.42M +$1.38M +3,896 New
CC
356
Cypress Capital
Tennessee
$1.41M +$27.7K +78 +2%
RC
357
RegentAtlantic Capital
New Jersey
$1.41M +$11K +31 +0.8%
RFA
358
Resurgent Financial Advisors
Georgia
$1.39M +$1.36M +3,830 New
MMHP
359
Murphy Middleton Hinkle & Parker
Georgia
$1.38M – – –
CWM
360
Connecticut Wealth Management
Connecticut
$1.36M – – –
EFS
361
Essex Financial Services
Connecticut
$1.36M +$44.4K +125 +3%
RC
362
Roundview Capital
New Jersey
$1.35M -$14.9K -42 -1%
FHA
363
Flagship Harbor Advisors
Massachusetts
$1.35M -$965K -2,716 -42%
EW
364
Evoke Wealth
California
$1.34M +$5.68K +16 +0.4%
OPS
365
Orion Portfolio Solutions
Nebraska
$1.34M +$86.7K +244 +7%
RJT
366
Raymond James Trust
Florida
$1.34M -$36.6K -103 -3%
ECG
367
Edge Capital Group
Georgia
$1.32M – – –
KIA
368
KCM Investment Advisors
California
$1.31M -$17.8K -50 -1%
M
369
MOTCO
Texas
$1.31M -$4.26K -12 -0.3%
FH
370
FWG Holdings
Florida
$1.31M -$839K -2,361 -39%
VAM
371
Vienna Asset Management
California
$1.31M +$1.28M +3,595 New
SCM
372
SOL Capital Management
Maryland
$1.3M – – –
BAM
373
Banta Asset Management
California
$1.29M -$233K -657 -16%
MLL
374
Moody Lynn & Lieberson
Massachusetts
$1.29M – – –
LFAS
375
Level Four Advisory Services
Texas
$1.29M +$307K +863 +32%
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