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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
SeaCrest Wealth Management
New York
$770K +$29.6K +91 +4%
VAM
502
Verity Asset Management
North Carolina
$770K +$4.88K +15 +0.6%
KWS
503
Keystone Wealth Services
California
$757K – – –
GFS
504
GYL Financial Synergies
Connecticut
$751K +$1.63K +5 +0.2%
FA
505
FDx Advisors
Illinois
$743K +$75.1K +231 +11%
CSPIA
506
Cary Street Partners Investment Advisory
Virginia
$738K +$212K +651 +41%
RFN
507
Redwood Financial Network
Ohio
$737K -$43.2K -133 -6%
PFG
508
Pacific Financial Group
Washington
$735K -$30.9K -95 -4%
ZF
509
Zhang Financial
Michigan
$735K – – –
JIC
510
Joel Isaacson & Co
New York
$728K +$47.8K +147 +7%
ONB
511
Old National Bancorp
Indiana
$726K +$34.5K +106 +5%
KCFA
512
Key Client Fiduciary Advisors
New Jersey
$722K +$709K +2,180 New
CFGS
513
Concourse Financial Group Securities
Alabama
$719K +$183K +563 +35%
GPA
514
Garrison Point Advisors
California
$719K – – –
FA
515
Fagan Associates
New York
$717K +$25.7K +79 +4%
PFM
516
Parsec Financial Management
North Carolina
$717K +$132K +406 +23%
IWM
517
Iams Wealth Management
Nebraska
$715K +$701K +2,158 New
MWM
518
Mattern Wealth Management
Kansas
$714K -$153K -470 -18%
FCI
519
Financial Counselors Inc
Kansas
$708K -$279K -858 -29%
PWA
520
PCG Wealth Advisors
Kansas
$708K +$113K +347 +19%
AIS
521
American Investment Services
Massachusetts
$703K +$3.25K +10 +0.5%
SIC
522
Sterling Investment Counsel
New York
$700K +$60.5K +186 +10%
BFAG
523
Blackston Financial Advisory Group
Florida
$697K +$57.2K +176 +9%
BCM
524
Barometer Capital Management
Ontario, Canada
$695K +$683K +2,100 New
SWA
525
Sax Wealth Advisors
New Jersey
$686K +$158K +485 +31%
19 20
21
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