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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
451
Joel Isaacson & Co
New York
$340K -$60.6K -228 -13%
OSNBOA
452
Old Second National Bank of Aurora
Illinois
$340K – – –
BC
453
Burney Company
Virginia
$340K +$6.64K +25 +2%
WSTAM
454
Wilbanks Smith & Thomas Asset Management
Virginia
$337K +$9.83K +37 +2%
HWM
455
Howard Wealth Management
Connecticut
$334K -$50.5K -190 -11%
PIM
456
Penobscot Investment Management
Massachusetts
$333K – – –
IFG
457
Investors Financial Group
Minnesota
$333K +$404K +1,519 New
LA
458
LexAurum Advisors
Kansas
$333K +$404K +1,520 New
DLHL
459
Donald L. Hagan LLC
Florida
$331K – – –
MWM
460
MinichMacGregor Wealth Management
New York
$331K +$374K +1,407 New
OC
461
Oarsman Capital
Wisconsin
$330K – – –
BFEC
462
Benjamin F. Edwards & Company
Missouri
$329K -$921K -3,467 -70%
PPP
463
Private Portfolio Partners
New Jersey
$324K +$21K +79 +6%
BFC
464
Blue Fin Capital
Rhode Island
$320K -$20.2K -76 -5%
TA
465
Tiedemann Advisors
New York
$318K +$797 +3 +0.2%
TH
466
TCTC Holdings
Texas
$316K – – –
FUBT
467
First United Bank & Trust
Maryland
$313K -$179K -675 -32%
EWA
468
Exencial Wealth Advisors
Oklahoma
$312K +$106K +400 +39%
WA
469
Waverly Advisors
Alabama
$312K +$379K +1,425 New
RA
470
RFG Advisory
Alabama
$307K -$17.3K -65 -4%
TWA
471
TCI Wealth Advisors
Arizona
$304K +$186K +700 +102%
CCM
472
Coldstream Capital Management
Washington
$302K -$25.2K -95 -6%
FWM
473
Focused Wealth Management
New York
$301K -$15.1K -57 -4%
FIB
474
First Interstate Bank
Montana
$299K -$120K -451 -25%
NA
475
Nottingham Advisors
New York
$298K – – –
17 18
19
20 21