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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
451
Orion Portfolio Solutions
Nebraska
$652K +$416K +1,317 +200%
BPA
452
Beacon Pointe Advisors
California
$648K – – –
EWM
453
Evercore Wealth Management
New York
$646K -$50.5K -160 -8%
WA
454
WBH Advisory
Maryland
$646K +$16.4K +52 +3%
SIC
455
Samalin Investment Counsel
New York
$645K +$130K +411 +27%
1WA
456
180 Wealth Advisors
Washington
$644K +$947 +3 +0.2%
TNA
457
True North Advisors
Texas
$644K +$17.4K +55 +3%
UBV
458
United Bank (Virginia)
Virginia
$642K – – –
MPM
459
Meritage Portfolio Management
Kansas
$639K – – –
CCM
460
Consolidated Capital Management
California
$633K -$90K -285 -13%
MWM
461
Mattern Wealth Management
Kansas
$629K – – –
SCA
462
Sassicaia Capital Advisers
New York
$627K -$1.07M -3,400 -64%
AGA
463
Arkos Global Advisors
Texas
$624K – – –
BCI
464
Brinker Capital Investments
Pennsylvania
$624K – – –
LDFR
465
Lehman & Derafelo Financial Resources
Pennsylvania
$624K – – –
CWA
466
Centennial Wealth Advisory
Michigan
$622K +$218K +692 +58%
BP
467
Ballentine Partners
Massachusetts
$620K – – –
GWSG
468
GPS Wealth Strategies Group
Colorado
$612K +$225K +714 +63%
EWF
469
Epstein & White Financial
California
$608K +$95.6K +303 +20%
FHB
470
First Hawaiian Bank
Hawaii
$607K -$316 -1 -0.1%
OFG
471
Oxford Financial Group
Indiana
$596K – – –
CGH
472
CMG Global Holdings
Texas
$594K +$568K +1,800 New
PCM
473
Pinz Capital Management
New York
$594K +$568K +1,800 New
FG
474
Fiduciary Group
Georgia
$593K -$447K -1,415 -45%
LPIC
475
LeJeune Puetz Investment Counsel
Michigan
$591K +$565K +1,790 New
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19
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