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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SL
451
Stevard LLC
Illinois
$707K +$120K +353 +21%
PGFC
452
Peapack-Gladstone Financial Corp
New Jersey
$701K +$109K +318 +19%
SWA
453
Sax Wealth Advisors
New Jersey
$697K
VBFG
454
Vishria Bird Financial Group
Tennessee
$696K -$46.4K -136 -6%
CIC
455
Carnegie Investment Counsel
Ohio
$696K +$139K +408 +25%
BPA
456
Beacon Pointe Advisors
California
$695K +$17.1K +50 +3%
Kovitz Investment Group Partners
457
Kovitz Investment Group Partners
Illinois
$691K
PCM
458
Prelude Capital Management
New York
$691K +$683K +2,000 New
BU
459
BBVA USA
Alabama
$691K +$684K +2,004 New
DMC
460
Drexel Morgan & Co
Pennsylvania
$690K
RSWM
461
Robertson Stephens Wealth Management
California
$690K +$102K +300 +18%
VCM
462
Vigilant Capital Management
Maine
$688K
SWM
463
SeaCrest Wealth Management
New York
$687K +$4.1K +12 +0.6%
BFA
464
Beaumont Financial Advisors
Massachusetts
$685K
CL
465
CIM LLC
New York
$683K
EWM
466
Evercore Wealth Management
New York
$675K
SIC
467
Samalin Investment Counsel
New York
$675K +$683 +2 +0.1%
TNA
468
True North Advisors
Texas
$675K +$3.07K +9 +0.5%
EWM
469
Empirical Wealth Management
Washington
$675K +$136K +397 +25%
CWA
470
Centennial Wealth Advisory
Michigan
$674K +$23.9K +70 +4%
UBV
471
United Bank (Virginia)
Virginia
$671K
WA
472
WBH Advisory
Maryland
$670K -$17.1K -50 -3%
22CM
473
20/20 Capital Management
California
$670K +$88.4K +259 +15%
MPM
474
Meritage Portfolio Management
Kansas
$667K
FAIM
475
Financial Advocates Investment Management
Washington
$664K -$419K -1,227 -37%