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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
501
Strategies Wealth Advisors
Michigan
$789K +$97.6K +290 +14%
DSC
502
Duncker Streett & Co
Missouri
$788K +$337 +1 +0%
CA
503
Clearstead Advisors
Ohio
$786K +$562K +1,669 +270%
PAM
504
Pegasus Asset Management
New York
$779K -$11.8K -35 -2%
GFS
505
GYL Financial Synergies
Connecticut
$778K
WI
506
Wintrust Investments
Illinois
$774K +$757K +2,250 New
PFG
507
Pacific Financial Group
Washington
$771K -$2.36K -7 -0.3%
GWM
508
Geneos Wealth Management
Colorado
$771K -$91.2K -271 -11%
AllianceBernstein
509
AllianceBernstein
Tennessee
$767K -$1.01M -2,991 -57%
AF
510
Advisornet Financial
Minnesota
$766K -$175K -521 -19%
SS
511
Simplicity Solutions
Minnesota
$763K -$452K -1,343 -38%
BFG
512
Bleakley Financial Group
New Jersey
$763K
FFM
513
Forum Financial Management
Illinois
$755K +$739K +2,196 New
GPA
514
Garrison Point Advisors
California
$748K +$1.35K +4 +0.2%
KCFA
515
Key Client Fiduciary Advisors
New Jersey
$734K +$18.8K +56 +3%
SWM
516
Selective Wealth Management
Virginia
$733K +$726K +2,158 New
WA
517
WBH Advisory
Maryland
$731K +$673 +2 +0.1%
DWM
518
Denver Wealth Management
Colorado
$731K -$83.5K -248 -10%
JWA
519
JFS Wealth Advisors
Pennsylvania
$726K
GT
520
Glenmede Trust
Pennsylvania
$723K
FA
521
Fagan Associates
New York
$722K
RFN
522
Redwood Financial Network
Ohio
$712K -$47.5K -141 -6%
EW
523
Enzi Wealth
Texas
$712K -$480K -1,426 -41%
KWS
524
Keystone Wealth Services
California
$711K -$67.3K -200 -9%
T
525
TRUADVICE
Florida
$709K -$1.08M -3,198 -61%