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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
476
Rothschild Investment LLC
Illinois
$523K +$19.8K +68 +4%
RSWM
477
Robertson Stephens Wealth Management
California
$520K – – –
GFPC
478
Global Financial Private Client
Florida
$518K +$15.7K +54 +3%
AFG
479
Albion Financial Group
Utah
$513K +$488K +1,677 New
CPA
480
Court Place Advisors
Maryland
$512K – – –
EWM
481
Empirical Wealth Management
Washington
$511K +$96K +330 +25%
PWM
482
Paulson Wealth Management
Illinois
$507K -$291 -1 -0.1%
CA
483
Claro Advisors
Massachusetts
$507K – – –
SAS
484
Stelac Advisory Services
New York
$505K +$350K +1,201 +266%
LBD
485
Landsberg Bennett & Dubbaneh
Florida
$502K +$582 +2 +0.1%
CIC
486
Carnegie Investment Counsel
Ohio
$501K -$24.2K -83 -5%
BCM
487
Bayesian Capital Management
New York
$498K -$277K -952 -37%
CIP
488
Cornerstone Investment Partners
Georgia
$498K – – –
OFS
489
Orrstown Financial Services
Pennsylvania
$493K – – –
MOS
490
MGO One Seven
Ohio
$489K -$14K -48 -3%
CCA
491
Cobblestone Capital Advisors
New York
$489K – – –
LWCFA
492
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$489K – – –
SSWM
493
Sheets Smith Wealth Management
North Carolina
$489K – – –
SL
494
Stevard LLC
Illinois
$485K -$189K -651 -29%
HWM
495
Howard Wealth Management
Connecticut
$484K +$27.6K +95 +6%
SCA
496
Sage Capital Advisors
South Dakota
$481K -$69K -237 -13%
CA
497
Cornerstone Advisory
Maryland
$478K – – –
JG
498
Jefferies Group
New York
$477K +$2.33K +8 +0.5%
DBIA
499
Dumont & Blake Investment Advisors
New Jersey
$477K – – –
AA
500
Ancora Advisors
Ohio
$477K +$87.3K +300 +24%
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