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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
476
Donald L. Hagan LLC
Florida
$411K – – –
TH
477
TCTC Holdings
Texas
$410K – – –
FWM
478
Focused Wealth Management
New York
$408K -$8.27K -30 -2%
CPA
479
Capital Planning Advisors
California
$407K -$169K -614 -30%
IDA
480
Intelligence Driven Advisers
California
$403K – – –
WP
481
WealthPLAN Partners
Nebraska
$401K – – –
MCM
482
Maryland Capital Management
Maryland
$401K +$27.6K +100 +8%
PPP
483
Private Portfolio Partners
New Jersey
$399K – – –
DCM
484
Donaldson Capital Management
Indiana
$394K -$9.64K -35 -2%
BCV
485
Banque Cantonale Vaudoise
Switzerland
$394K +$380K +1,381 New
NA
486
Nottingham Advisors
New York
$388K – – –
GC
487
Grimes & Company
Massachusetts
$387K +$827 +3 +0.2%
FFS
488
Founders Financial Securities
Maryland
$387K +$374K +1,359 New
SBWM
489
Sunflower Bank Wealth Management
Arizona
$386K – – –
WF
490
WoodTrust Financial
Wisconsin
$385K – – –
BWA
491
Beam Wealth Advisors
Louisiana
$383K +$371K +1,345 New
NF
492
Nikulski Financial
Iowa
$381K – – –
NL
493
NWAM LLC
Washington
$376K -$92K -334 -20%
PWLP
494
Prio Wealth Limited Partnership
Massachusetts
$373K – – –
APP
495
Avantax Planning Partners
Iowa
$371K – – –
SIC
496
Salem Investment Counselors
North Carolina
$371K – – –
SWM
497
SVA Wealth Management
Wisconsin
$371K +$358K +1,300 New
BAM
498
Blueshift Asset Management
New Jersey
$367K +$355K +1,289 New
CLOS
499
Compagnie Lombard Odier SCmA
Switzerland
$364K -$20.1K -73 -5%
HFA
500
Hoover Financial Advisors
Pennsylvania
$364K +$18.5K +67 +6%
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