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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
476
Zhang Financial
Michigan
$766K +$28.2K +85 +4%
PAM
477
Pegasus Asset Management
New York
$765K -$94.7K -285 -11%
DSC
478
Duncker Streett & Co
Missouri
$762K -$89.7K -270 -11%
KWS
479
Keystone Wealth Services
California
$754K -$5.98K -18 -0.8%
VFA
480
Valeo Financial Advisors
Indiana
$753K +$120K +361 +19%
GFS
481
GYL Financial Synergies
Connecticut
$752K -$1.66K -5 -0.2%
PFG
482
Pacific Financial Group
Washington
$748K +$10.3K +31 +1%
FA
483
FDx Advisors
Illinois
$743K – – –
BFG
484
Bleakley Financial Group
New Jersey
$738K -$107K -322 -13%
RFN
485
Redwood Financial Network
Ohio
$736K -$3.99K -12 -0.5%
PSCM
486
Per Stirling Capital Management
Texas
$735K -$1.47M -4,436 -67%
VWA
487
Visionary Wealth Advisors
Illinois
$724K -$180K -542 -20%
GT
488
Glenmede Trust
Pennsylvania
$723K -$133K -400 -16%
SWM
489
SeaCrest Wealth Management
New York
$722K -$50.8K -153 -7%
GPA
490
Garrison Point Advisors
California
$722K +$332 +1 +0%
RAG
491
RIA Advisory Group
Iowa
$709K -$861K -2,591 -55%
WA
492
WBH Advisory
Maryland
$707K +$706K +2,125 New
HR
493
Howe & Rusling
New York
$705K -$92K -277 -12%
AIS
494
American Investment Services
Massachusetts
$703K – – –
JWA
495
JFS Wealth Advisors
Pennsylvania
$702K -$407K -1,226 -37%
IA
496
IFP Advisors
Florida
$701K -$1.12M -3,361 -45%
FA
497
Fagan Associates
New York
$698K -$21.6K -65 -3%
PWA
498
PCG Wealth Advisors
Kansas
$696K -$14.3K -43 -2%
KCFA
499
Key Client Fiduciary Advisors
New Jersey
$692K -$33.2K -100 -5%
NAM
500
NorthCrest Asset Manangement
Minnesota
$688K +$688K +2,070 New
18 19
20
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