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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
426
Parsec Financial Management
North Carolina
$384K -$8.09K -31 -2%
TA
427
Tiedemann Advisors
New York
$384K – – –
PSG
428
Planning Solutions Group
Maryland
$383K -$15.7K -60 -4%
TH
429
TCTC Holdings
Texas
$383K – – –
RA
430
RFG Advisory
Alabama
$381K -$2.34M -8,956 -86%
PCA
431
Personal Capital Advisors
California
$381K +$54K +207 +17%
DCM
432
Donaldson Capital Management
Indiana
$380K +$39.9K +153 +12%
FNBOO
433
First National Bank of Omaha
Nebraska
$377K +$370K +1,418 New
IDA
434
Intelligence Driven Advisers
California
$376K +$122K +466 +49%
TC
435
Telemus Capital
Michigan
$374K -$300K -1,149 -44%
DLHL
436
Donald L. Hagan LLC
Florida
$372K – – –
CCM
437
Coldstream Capital Management
Washington
$367K +$783 +3 +0.2%
NA
438
Nottingham Advisors
New York
$362K – – –
NF
439
Nikulski Financial
Iowa
$361K -$19.6K -75 -5%
SBWM
440
Sunflower Bank Wealth Management
Arizona
$360K -$117K -450 -25%
WF
441
WoodTrust Financial
Wisconsin
$359K -$45.7K -175 -11%
FCH
442
Freestone Capital Holdings
Washington
$359K – – –
WP
443
WealthPLAN Partners
Nebraska
$357K +$354K +1,356 New
CA
444
Claro Advisors
Massachusetts
$355K +$27.7K +106 +9%
FIM
445
Frontier Investment Management
Texas
$350K +$65.5K +251 +24%
APP
446
Avantax Planning Partners
Iowa
$349K -$13.1K -50 -4%
PWLP
447
Prio Wealth Limited Partnership
Massachusetts
$348K – – –
MCM
448
Maryland Capital Management
Maryland
$347K – – –
SIC
449
Salem Investment Counselors
North Carolina
$346K +$339K +1,300 New
PCM
450
Parsons Capital Management
Rhode Island
$345K -$26.1K -100 -7%
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