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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
451
Wilbanks Smith & Thomas Asset Management
Virginia
$326K +$252 +1 +0.1%
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$325K +$13.1K +52 +4%
PNAA
453
Pictet North America Advisors
Switzerland
$322K -$14.3K -57 -4%
NSIM
454
North Star Investment Management
Illinois
$322K +$39K +155 +14%
CA
455
Claro Advisors
Massachusetts
$319K +$7.54K +30 +3%
PCA
456
Personal Capital Advisors
California
$318K -$17.4K -69 -5%
TCPWM
457
Traverso Chambers Private Wealth Management
California
$315K +$3.77K +15 +1%
HFA
458
Hoover Financial Advisors
Pennsylvania
$313K – – –
GP
459
Girard Partners
Pennsylvania
$305K +$1.76K +7 +0.6%
TWM
460
Titus Wealth Management
California
$303K – – –
DW
461
Domani Wealth
Pennsylvania
$300K – – –
RWA
462
Ropes Wealth Advisors
Massachusetts
$300K – – –
HIM
463
Hanlon Investment Management
New Jersey
$299K +$290K +1,155 New
PWP
464
Personal Wealth Partners
Minnesota
$298K -$143K -570 -33%
DWA
465
Divergent Wealth Advisors
Utah
$296K – – –
ZF
466
Zhang Financial
Michigan
$296K – – –
CW
467
Cobiz Wealth
Colorado
$295K – – –
GCM
468
Gables Capital Management
Florida
$295K – – –
AIP
469
Ahrens Investment Partners
Louisiana
$292K -$62.9K -250 -18%
CSIC
470
Clifford Swan Investment Counsel
California
$292K -$50.3K -200 -15%
AC
471
Abbrea Capital
California
$291K – – –
BCA
472
Bay Colony Advisors
Massachusetts
$287K – – –
WP
473
WealthSource Partners
California
$286K -$50.8K -202 -15%
BA
474
BKS Advisors
Michigan
$286K -$755 -3 -0.3%
SFA
475
Sequoia Financial Advisors
Ohio
$285K -$653K -2,598 -70%
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