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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
376
Banta Asset Management
California
$1.09M – – –
AMIM
377
Aull & Monroe Investment Management
Alabama
$1.08M – – –
IWM
378
IHT Wealth Management
Illinois
$1.08M +$433K +1,323 +61%
HIG
379
Heritage Investment Group
Florida
$1.07M – – –
FHA
380
Flagship Harbor Advisors
Massachusetts
$1.07M -$45.8K -140 -4%
BFS
381
Bradley Foster & Sargent
Connecticut
$1.07M +$1.31K +4 +0.1%
NFSG
382
Newbridge Financial Services Group
Florida
$1.07M +$173K +528 +18%
CA
383
CoreCap Advisors
Michigan
$1.06M +$91.2K +279 +9%
KLI
384
Kelman-Lazarov Inc
Tennessee
$1.05M -$334K -1,020 -23%
FH
385
FWG Holdings
Florida
$1.04M -$95.2K -291 -8%
WAAG
386
Wealth Alliance Advisory Group
Kansas
$1.03M +$849K +2,595 +350%
BS
387
Banco Santander
Spain
$1.02M -$837K -2,560 -43%
RCA
388
Resonant Capital Advisors
Wisconsin
$1.02M – – –
KIA
389
KCM Investment Advisors
California
$1.01M -$114K -350 -10%
WMP
390
Wealth Management Partners
Arizona
$1M – – –
CWA
391
Clarity Wealth Advisors
California
$993K +$168K +514 +19%
CCB
392
Cutter & Co Brokerage
Missouri
$990K -$19.6K -60 -2%
RJT
393
Raymond James Trust
Florida
$973K +$10.5K +32 +1%
AAMA
394
Advanced Asset Management Advisors
Ohio
$970K +$110K +335 +12%
CB
395
Commerce Bank
Missouri
$966K +$55.6K +170 +6%
MS
396
Maven Securities
Jersey
$962K +$800K +2,446 +360%
VWA
397
V Wealth Advisors
Kansas
$940K +$20.9K +64 +2%
GC
398
Grimes & Company
Massachusetts
$940K +$86.3K +264 +9%
NCMW
399
Northern Capital Management (Washington)
Washington
$928K – – –
CTC
400
Central Trust Company
Missouri
$925K -$164K -500 -14%
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16
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