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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
401
Cobblestone Capital Advisors
New York
$373K
DWM
402
Doyle Wealth Management
Florida
$372K
OFG
403
Oxford Financial Group
Indiana
$372K
GWM
404
Geneos Wealth Management
Colorado
$371K +$8.48K +34 +2%
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$367K +$162K +650 +70%
SWRP
406
Summit Wealth & Retirement Planning
California
$367K +$393K +1,576 New
OC
407
Oarsman Capital
Wisconsin
$366K -$33.7K -135 -8%
BCM
408
Bayesian Capital Management
New York
$366K +$391K +1,568 New
MC
409
Moors & Cabot
Massachusetts
$364K -$48.4K -194 -11%
BC
410
Burney Company
Virginia
$364K +$12.5K +50 +3%
SWM
411
SeaCrest Wealth Management
New York
$362K -$52.2K -209 -12%
GLA
412
Good Life Advisors
Pennsylvania
$361K +$121K +484 +46%
NA
413
Nottingham Advisors
New York
$360K
SFA
414
Semmax Financial Advisors
North Carolina
$360K +$385K +1,544 New
CAN
415
Claraphi Advisory Network
United States
$358K +$383K +1,535 New
WF
416
WoodTrust Financial
Wisconsin
$355K +$28.4K +114 +8%
JIC
417
Joel Isaacson & Co
New York
$353K -$499K -1,999 -58%
TPCM
418
Three Peaks Capital Management
Colorado
$352K +$4.99K +20 +1%
MHS
419
M Holdings Securities
Oregon
$351K
VCM
420
Vivaldi Capital Management
Illinois
$351K +$55.9K +224 +18%
KWM
421
Kingsview Wealth Management
Oregon
$350K +$11K +44 +3%
PSG
422
Planning Solutions Group
Maryland
$350K +$374K +1,500 New
HIIFS
423
Harel Insurance Investments & Financial Services
Israel
$349K +$339K +1,359 +971%
Nomura Asset Management
424
Nomura Asset Management
Japan
$344K +$162K +651 +79%
SIA
425
Strategic Investment Advisors
Michigan
$343K +$367K +1,471 New