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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
376
Ahrens Investment Partners
Louisiana
$449K +$502 +2 +0.1%
SIAS
377
Shine Investment Advisory Services
Colorado
$449K +$2.26K +9 +0.5%
FHA
378
Flagship Harbor Advisors
Massachusetts
$443K +$34.2K +136 +8%
MCM
379
Maryland Capital Management
Maryland
$442K – – –
CRWM
380
Castle Rock Wealth Management
California
$441K -$108K -430 -19%
BF
381
BOK Financial
Oklahoma
$441K -$8.79K -35 -2%
EWF
382
Epstein & White Financial
California
$439K -$5.53K -22 -1%
FWM
383
Focused Wealth Management
New York
$438K -$49.7K -198 -10%
OSNBOA
384
Old Second National Bank of Aurora
Illinois
$437K – – –
FIB
385
First Interstate Bank
Montana
$434K – – –
GLA
386
Good Life Advisors
Pennsylvania
$431K +$214K +852 +87%
EFS
387
Essex Financial Services
Connecticut
$430K +$447K +1,781 New
BC
388
Burney Company
Virginia
$429K -$106K -421 -19%
MIC
389
Meridian Investment Counsel
California
$426K – – –
JSL
390
JT Stratford LLC
Georgia
$423K +$441K +1,754 New
F
391
F3Logic
Minnesota
$419K +$436K +1,737 New
NF
392
Nikulski Financial
Iowa
$415K +$75.4K +300 +21%
FPCP
393
Fort Point Capital Partners
California
$412K +$429K +1,708 New
JWBC
394
J.W. Burns & Co
New York
$410K -$6.28K -25 -1%
SSWM
395
Sheets Smith Wealth Management
North Carolina
$410K – – –
GWM
396
Geneos Wealth Management
Colorado
$408K -$74.4K -296 -15%
FUBT
397
First United Bank & Trust
Maryland
$404K +$7.54K +30 +2%
FCMT
398
Founders Capital Management (Texas)
Texas
$401K – – –
BFC
399
Blue Fin Capital
Rhode Island
$398K -$12.6K -50 -3%
MWAC
400
Mariner Wealth Advisors (Cincinnati)
Ohio
$394K -$100K -398 -20%
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