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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
376
Eudaimonia Advisors
Tennessee
$1.21M +$1.21M +3,644 New
CAG
377
Csenge Advisory Group
Florida
$1.2M -$81.7K -246 -6%
GAM
378
Grandview Asset Management
Pennsylvania
$1.2M -$83.7K -252 -7%
FAIM
379
Financial Advocates Investment Management
Washington
$1.2M -$20.6K -62 -2%
SCM
380
SOL Capital Management
Maryland
$1.19M – – –
EW
381
Enzi Wealth
Texas
$1.19M -$659K -1,983 -36%
M
382
MOTCO
Texas
$1.19M – – –
SS
383
Simplicity Solutions
Minnesota
$1.18M +$825K +2,484 +231%
MLL
384
Moody Lynn & Lieberson
Massachusetts
$1.18M – – –
IFWM
385
Institute for Wealth Management
Colorado
$1.18M -$70.8K -213 -6%
NFSG
386
Newbridge Financial Services Group
Florida
$1.17M -$33.6K -101 -3%
HIG
387
Heritage Investment Group
Florida
$1.16M – – –
BFS
388
Bradley Foster & Sargent
Connecticut
$1.15M -$2.33K -7 -0.2%
JIC
389
Joel Isaacson & Co
New York
$1.14M +$409K +1,230 +56%
KLI
390
Kelman-Lazarov Inc
Tennessee
$1.14M – – –
AA
391
Auxano Advisors
Washington
$1.14M – – –
FH
392
FWG Holdings
Florida
$1.13M – – –
BAM
393
Banta Asset Management
California
$1.12M – – –
WHCI
394
W.H. Cornerstone Investments
Massachusetts
$1.12M -$96.7K -291 -8%
HPWA
395
Hall Private Wealth Advisors
North Carolina
$1.12M +$798K +2,403 +252%
MOS
396
MGO One Seven
Ohio
$1.11M -$124K -373 -10%
PFA
397
Pinnacle Family Advisors
Missouri
$1.1M -$8.65M -26,024 -89%
RCA
398
Resonant Capital Advisors
Wisconsin
$1.1M – – –
MAWA
399
Moss Adams Wealth Advisors
Washington
$1.1M – – –
KWM
400
Kingsview Wealth Management
Oregon
$1.08M -$33.6K -101 -3%
14 15
16
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