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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
451
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$413K -$98.4K -400 -20%
CCA
452
Cobblestone Capital Advisors
New York
$413K – – –
SSWM
453
Sheets Smith Wealth Management
North Carolina
$413K – – –
WP
454
WealthPLAN Partners
Nebraska
$411K – – –
22CM
455
20/20 Capital Management
California
$410K -$42.5K -173 -10%
EW
456
Element Wealth
Mississippi
$403K -$130K -527 -25%
EWF
457
Epstein & White Financial
California
$400K -$31.2K -127 -8%
JIC
458
Joel Isaacson & Co
New York
$400K – – –
OSNBOA
459
Old Second National Bank of Aurora
Illinois
$399K – – –
JG
460
Jefferies Group
New York
$398K -$2.29M -9,326 -86%
MCM
461
Maryland Capital Management
Maryland
$395K +$46.5K +189 +14%
PPP
462
Private Portfolio Partners
New Jersey
$393K +$11.6K +47 +3%
CAM
463
Cozad Asset Management
Illinois
$393K +$375K +1,525 New
OIA
464
OneDigital Investment Advisors
Kansas
$391K -$38.6K -157 -9%
EWM
465
Empirical Wealth Management
Washington
$391K -$27.1K -110 -7%
HWM
466
Howard Wealth Management
Connecticut
$389K -$3.69K -15 -1%
KWM
467
Kingsview Wealth Management
Oregon
$388K -$175K -713 -32%
ML
468
McAdam LLC
Pennsylvania
$380K -$33.4K -136 -8%
PIM
469
Penobscot Investment Management
Massachusetts
$379K -$12.3K -50 -3%
SC
470
Savant Capital
Illinois
$378K -$221K -900 -38%
JGC
471
J. Goldman & Co
New York
$378K -$165K -669 -31%
C
472
Certuity
Florida
$378K +$154K +627 +75%
TA
473
Tiedemann Advisors
New York
$375K +$246 +1 +0.1%
RIA
474
Regal Investment Advisors
Michigan
$375K +$358K +1,454 New
SWPG
475
Strategic Wealth Partners Group
Illinois
$372K +$355K +1,445 New
17 18
19
20 21