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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
401
Optivise Advisory Services
Tennessee
$1.35M +$1.34M +3,457 New
BFS
402
Bradley Foster & Sargent
Connecticut
$1.35M +$1.17K +3 +0.1%
GWP
403
Gen-Wealth Partners
Michigan
$1.35M +$546K +1,406 +69%
FH
404
FWG Holdings
Florida
$1.35M -$4.66K -12 -0.4%
MA
405
Mutual Advisors
Nebraska
$1.34M -$1.12M -2,873 -46%
OBWG
406
Onyx Bridge Wealth Group
New York
$1.34M -$388 -1 -0%
FWA
407
FSM Wealth Advisors
Ohio
$1.34M +$388 +1 +0%
WHCI
408
W.H. Cornerstone Investments
Massachusetts
$1.34M +$6.21K +16 +0.5%
AA
409
Auxano Advisors
Washington
$1.34M – – –
CCB
410
Cutter & Co Brokerage
Missouri
$1.33M -$115K -297 -8%
CSPIA
411
Cary Street Partners Investment Advisory
Virginia
$1.33M -$31.4K -81 -2%
FHA
412
Flagship Harbor Advisors
Massachusetts
$1.32M +$33.4K +86 +3%
RMAM
413
Raab & Moskowitz Asset Management
New Jersey
$1.32M – – –
BWP
414
Balboa Wealth Partners
Arizona
$1.31M -$1.1M -2,830 -46%
BRM
415
Boston Research & Management
Massachusetts
$1.31M – – –
JIC
416
Joel Isaacson & Co
New York
$1.31M -$172K -442 -12%
PPG
417
Peak Planning Group
Colorado
$1.31M -$192K -495 -13%
QCM
418
QRG Capital Management
Illinois
$1.3M +$40K +103 +3%
RCA
419
Resonant Capital Advisors
Wisconsin
$1.29M – – –
TF
420
Tompkins Financial
New York
$1.29M +$241K +620 +23%
LA
421
LexAurum Advisors
Kansas
$1.28M -$813K -2,095 -39%
ATPW
422
Ashton Thomas Private Wealth
Arizona
$1.27M – – –
RRA
423
Round Rock Advisors
Connecticut
$1.27M – – –
CCFM
424
Clear Creek Financial Management
Washington
$1.26M -$13.6M -34,943 -92%
M
425
MOTCO
Texas
$1.25M – – –
15 16
17
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