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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
401
Oxford Financial Group
Indiana
$413K – – –
SWRP
402
Summit Wealth & Retirement Planning
California
$409K +$252 +1 +0.1%
OC
403
Oarsman Capital
Wisconsin
$407K – – –
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$406K -$40K -159 -9%
MOS
405
MGO One Seven
Ohio
$406K -$33.2K -132 -8%
SWM
406
SeaCrest Wealth Management
New York
$402K – – –
JWBC
407
J.W. Burns & Co
New York
$402K +$26.4K +105 +7%
BC
408
Burney Company
Virginia
$400K -$4.02K -16 -1%
CAN
409
Claraphi Advisory Network
United States
$398K – – –
WF
410
WoodTrust Financial
Wisconsin
$395K – – –
IFAM
411
Institutional & Family Asset Management
Colorado
$395K +$117K +466 +44%
FCI
412
Financial Counselors Inc
Kansas
$393K -$26.4K -105 -6%
VCM
413
Vivaldi Capital Management
Illinois
$392K +$2.26K +9 +0.6%
GLA
414
Good Life Advisors
Pennsylvania
$391K -$9.05K -36 -2%
PSG
415
Planning Solutions Group
Maryland
$389K – – –
HIIFS
416
Harel Insurance Investments & Financial Services
Israel
$388K – – –
MC
417
Moors & Cabot
Massachusetts
$386K -$17.4K -69 -4%
ACI
418
Alpha Cubed Investments
California
$386K +$12.6K +50 +3%
JIC
419
Joel Isaacson & Co
New York
$382K +$503 +2 +0.1%
PFM
420
Parsec Financial Management
North Carolina
$382K +$26.4K +105 +8%
GIA
421
Gladstone Institutional Advisory
Florida
$381K +$4.28K +17 +1%
TA
422
Tiedemann Advisors
New York
$374K +$118K +470 +48%
TH
423
TCTC Holdings
Texas
$373K +$101K +400 +38%
SSB
424
Sandy Spring Bank
Maryland
$372K – – –
PIM
425
Penobscot Investment Management
Massachusetts
$371K +$45.3K +180 +14%
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17
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