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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
501
Advisornet Financial
Minnesota
$137K +$139K +566 New
IP
502
Intellectus Partners
California
$135K – – –
JCM
503
Jacobi Capital Management
Pennsylvania
$135K +$737 +3 +0.5%
RE
504
RBC Europe
United Kingdom
$131K +$133K +540 New
GBBWRPM
505
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$131K +$4.42K +18 +3%
VNA
506
Valley National Advisers
Pennsylvania
$126K – – –
DOA
507
D'Orazio & Associates
Virginia
$125K – – –
KCPG
508
Kavar Capital Partners Group
Kansas
$121K – – –
FAM
509
Foresters Asset Management
Ontario, Canada
$118K -$7.37K -30 -8%
LPIC
510
LeJeune Puetz Investment Counsel
Michigan
$109K – – –
CCM
511
Covington Capital Management
California
$108K -$61.4K -250 -36%
POIA
512
Pin Oak Investment Advisors
Texas
$96K – – –
VFA
513
Valeo Financial Advisors
Indiana
$95K – – –
DBT
514
Dubuque Bank & Trust
Iowa
$92K – – –
FMTCOCP
515
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K – – –
TC
516
Trilogy Capital
California
$87K +$88.4K +360 New
TF
517
Tompkins Financial
New York
$85K – – –
JGIA
518
Jackson Grant Investment Advisers
Connecticut
$85K +$246 +1 +0.3%
JA
519
JOYN Advisors
Georgia
$83K +$84.5K +344 New
PG
520
Patten Group
Tennessee
$81K – – –
VCM
521
Vigilant Capital Management
Maine
$78K – – –
TFO
522
Tarbox Family Office
California
$77K – – –
WAM
523
Wealthspire Advisors (Maryland)
Maryland
$73K -$117K -476 -61%
CBT
524
Capital Bank & Trust
California
$73K – – –
OC
525
Oakworth Capital
Alabama
$73K – – –
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