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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
26
Arkansas Financial Group
Arkansas
$60.9M -$1.11M -4,667 -2%
ACM
27
Aviance Capital Management
Florida
$60.3M +$1.1M +4,651 +2%
UCFA
28
United Capital Financial Advisors
Texas
$59.5M -$4.04M -17,051 -7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$57.5M -$4.7M -19,828 -8%
FIG
30
FundX Investment Group
California
$56M +$53.6M +226,245 New
BMM
31
Berkshire Money Management
Massachusetts
$51.6M +$742K +3,133 +2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$49.8M +$5.55M +23,447 +13%
JP Morgan Chase
33
JP Morgan Chase
New York
$45.6M -$9.67M -40,805 -18%
BAM
34
Broadmark Asset Management
California
$43.4M – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$41.5M +$9.26M +39,094 +30%
AIM
36
Assured Investment Management
New York
$39.4M +$37.7M +159,270 New
AG
37
Advisor Group
Arizona
$39.2M +$8.64M +36,471 +30%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$38.4M +$982K +4,144 +3%
FAG
39
Financial Advisory Group
Texas
$37.6M -$1.48M -6,239 -4%
FM
40
Forward Management
California
$36.6M -$811K -3,422 -2%
SMM
41
Stadion Money Management
Georgia
$35.2M +$12.3M +51,946 +58%
BDS
42
Banco de Sabadell
Florida
$34.3M +$32.8M +138,682 New
Q
43
QVR
California
$33.9M +$32.5M +137,235 New
WJA
44
Williams Jones & Associates
New York
$29.3M +$19.6M +82,547 +231%
CC
45
Cadinha & Co
Hawaii
$28.6M +$5.87M +24,785 +27%
RJA
46
Raymond James & Associates
Florida
$28.1M +$904K +3,815 +3%
SB
47
Suntrust Banks
Georgia
$27M +$1.19M +5,015 +5%
HighTower Advisors
48
HighTower Advisors
Illinois
$26.6M +$279K +1,179 +1%
KeyBank National Association
49
KeyBank National Association
Ohio
$25.1M – – –
RJFSA
50
Raymond James Financial Services Advisors
Florida
$24.6M +$1.58M +6,691 +7%
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