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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BU
451
BBVA USA
Alabama
$657K -$21.7K -62 -3%
FA
452
Flagstar Advisors
New York
$657K +$678K +1,940 New
MPM
453
Meritage Portfolio Management
Kansas
$655K – – –
EWM
454
Empirical Wealth Management
Washington
$654K -$8.73K -25 -1%
VBFG
455
Vishria Bird Financial Group
Tennessee
$653K -$30.7K -88 -4%
IC
456
Intersect Capital
California
$648K -$79.3K -227 -11%
AAMA
457
Advanced Asset Management Advisors
Ohio
$645K -$254K -726 -28%
RSWM
458
Robertson Stephens Wealth Management
California
$645K -$34.9K -100 -5%
WA
459
WBH Advisory
Maryland
$645K +$349 +1 +0.1%
MWM
460
Mattern Wealth Management
Kansas
$644K – – –
BCI
461
Brinker Capital Investments
Pennsylvania
$640K – – –
AGA
462
Arkos Global Advisors
Texas
$639K – – –
LDFR
463
Lehman & Derafelo Financial Resources
Pennsylvania
$639K – – –
BP
464
Ballentine Partners
Massachusetts
$635K – – –
SWA
465
Sax Wealth Advisors
New Jersey
$630K -$55.5K -159 -8%
CA
466
Cornerstone Advisory
Maryland
$630K +$105K +300 +19%
BCM
467
Bluefin Capital Management
New York
$629K +$649K +1,859 New
CCM
468
Consolidated Capital Management
California
$625K +$5.59K +16 +0.9%
DWM
469
Doyle Wealth Management
Florida
$625K +$38.4K +110 +6%
VCM
470
Vigilant Capital Management
Maine
$621K -$55.9K -160 -8%
CA
471
Claro Advisors
Massachusetts
$620K +$58K +166 +10%
TC
472
Telemus Capital
Michigan
$619K – – –
WIA
473
World Investment Advisors
California
$619K +$115K +328 +22%
GFPC
474
Global Financial Private Client
Florida
$616K – – –
OFG
475
Oxford Financial Group
Indiana
$615K +$5.24K +15 +0.8%
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19
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