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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
376
HBK Sorce Advisory
Pennsylvania
$419K -$1.25K -5 -0.3%
FIB
377
First Interstate Bank
Montana
$419K – – –
HPWM
378
Highland Private Wealth Management
Washington
$414K – – –
BFA
379
Beaumont Financial Advisors
Massachusetts
$413K +$121K +486 +38%
GPA
380
Garrison Point Advisors
California
$413K +$442K +1,771 New
MIC
381
Meridian Investment Counsel
California
$412K – – –
AWM
382
AllSquare Wealth Management
New York
$409K +$85.3K +342 +24%
PPP
383
Private Portfolio Partners
New Jersey
$406K +$434K +1,740 New
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$402K – – –
PWP
385
Personal Wealth Partners
Minnesota
$401K +$429K +1,721 New
FCAG
386
First Capital Advisors Group
New Jersey
$399K – – –
FF
387
Fluent Financial
Texas
$398K +$8.48K +34 +2%
SSWM
388
Sheets Smith Wealth Management
North Carolina
$396K – – –
MOS
389
MGO One Seven
Ohio
$396K +$25K +100 +6%
FWM
390
Focused Wealth Management
New York
$390K -$32.2K -129 -7%
SMG
391
Smart Money Group
Texas
$386K +$413K +1,656 New
AIP
392
Almanack Investment Partners
Pennsylvania
$385K -$175K -700 -30%
UWM
393
USAdvisors Wealth Management
Minnesota
$385K -$65.9K -264 -14%
BFC
394
Blue Fin Capital
Rhode Island
$384K – – –
MPPLM
395
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$383K +$43.2K +173 +12%
GG
396
Gofen & Glossberg
Illinois
$383K +$77.9K +312 +23%
AA
397
Ancora Advisors
Ohio
$381K – – –
GWMIA
398
Global Wealth Management Investment Advisory
Florida
$380K +$406K +1,629 New
SCA
399
Sage Capital Advisors
South Dakota
$379K +$3.24K +13 +0.8%
FCI
400
Financial Counselors Inc
Kansas
$378K -$60.9K -244 -13%
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