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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
501
Ipswich Investment Management
Massachusetts
$233K – – –
LA
502
Leonetti & Associates
Illinois
$233K – – –
PCMF
503
Private Capital Management (Florida)
Florida
$233K – – –
MFT
504
Moisand Fitzgerald Tamayo
Florida
$227K – – –
TA
505
Tiedemann Advisors
New York
$227K – – –
LWM
506
Liberty Wealth Management
California
$227K +$243K +975 New
NFG
507
NewFocus Financial Group
Washington
$226K +$242K +969 New
HH
508
Hilltop Holdings
Texas
$225K -$71.6K -287 -23%
CC
509
Cadinha & Co
Hawaii
$225K -$31.2K -125 -11%
IDA
510
Intelligence Driven Advisers
California
$221K +$237K +949 New
BF
511
Blankinship & Foster
California
$220K – – –
BPCE
512
Bank Pictet & Cie (Europe)
Germany
$219K – – –
AP
513
Advisor Partners
California
$218K -$521K -2,088 -69%
EWA
514
Exencial Wealth Advisors
Oklahoma
$215K +$230K +922 New
DAS
515
Dynamic Advisor Solutions
Arizona
$214K -$307K -1,231 -59%
RI
516
Ridgewood Investments
New Jersey
$214K – – –
CAM
517
Carret Asset Management
New York
$212K – – –
PSUF
518
People's United Financial
Connecticut
$210K +$25K +100 +13%
RG
519
Rikoon Group
New Mexico
$208K -$102K -410 -32%
MM
520
Meridian Management
Arkansas
$208K – – –
AW
521
ACG Wealth
Georgia
$207K -$130K -521 -37%
CL
522
Choreo LLC
Illinois
$206K -$4.24K -17 -2%
FFC
523
First Financial Corp
Indiana
$204K -$26.7K -107 -11%
JCM
524
Jacobi Capital Management
Pennsylvania
$198K +$53.4K +214 +34%
GRP
525
Global Retirement Partners
California
$196K -$95.6K -383 -31%
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