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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
426
Oxford Financial Group
Indiana
$501K – – –
1WA
427
180 Wealth Advisors
Washington
$497K +$1.37K +5 +0.3%
UFF
428
USA Financial Formulas
Michigan
$497K +$479K +1,753 +4,613%
SCA
429
Sage Capital Advisors
South Dakota
$496K +$34.4K +126 +8%
TC
430
Telemus Capital
Michigan
$495K – – –
NA
431
NewEdge Advisors
Louisiana
$490K +$151K +554 +46%
DWM
432
Doyle Wealth Management
Florida
$489K – – –
G
433
Gainplan
Michigan
$483K +$476K +1,742 New
PNAA
434
Pictet North America Advisors
Switzerland
$480K – – –
PCFFS
435
Pacific Center for Financial Services
California
$479K -$39.1K -143 -8%
CIC
436
Carnegie Investment Counsel
Ohio
$478K -$7.65K -28 -2%
APW
437
Aurora Private Wealth
New Jersey
$476K +$1.09K +4 +0.2%
AWM
438
AllSquare Wealth Management
New York
$473K -$104K -380 -18%
RSWM
439
Robertson Stephens Wealth Management
California
$472K +$464K +1,700 New
CPA
440
Court Place Advisors
Maryland
$465K – – –
PA
441
PFG Advisors
Arizona
$465K +$201K +734 +81%
PWM
442
Paulson Wealth Management
Illinois
$461K – – –
CA
443
Claro Advisors
Massachusetts
$460K -$24.6K -90 -5%
KWM
444
Kingsview Wealth Management
Oregon
$459K +$41.2K +151 +10%
IFWM
445
Institute for Wealth Management
Colorado
$457K -$515K -1,884 -53%
MOS
446
MGO One Seven
Ohio
$457K – – –
GFPC
447
Global Financial Private Client
Florida
$456K -$13.1K -48 -3%
RIL
448
Rothschild Investment LLC
Illinois
$456K -$10.9K -40 -2%
CIP
449
Cornerstone Investment Partners
Georgia
$451K – – –
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$451K +$132K +484 +42%
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