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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
501
JT Stratford LLC
Georgia
$732K +$145K +419 +24%
GPA
502
Garrison Point Advisors
California
$731K +$2.43K +7 +0.3%
SF
503
Summit Financial
New Jersey
$726K +$518K +1,495 +223%
BFG
504
Bleakley Financial Group
New Jersey
$718K -$25.3K -73 -3%
SS
505
Simplicity Solutions
Minnesota
$718K -$25.3K -73 -3%
VWA
506
Visionary Wealth Advisors
Illinois
$717K -$75.3K -217 -9%
KCFA
507
Key Client Fiduciary Advisors
New Jersey
$717K +$1.39K +4 +0.2%
AGA
508
Arkos Global Advisors
Texas
$714K -$148K -426 -17%
JWA
509
JFS Wealth Advisors
Pennsylvania
$707K – – –
HR
510
Howe & Rusling
New York
$699K +$78.4K +226 +12%
FA
511
Fagan Associates
New York
$696K -$6.94K -20 -1%
PCM
512
Prelude Capital Management
New York
$693K +$31.2K +90 +5%
GLA
513
Good Life Advisors
Pennsylvania
$693K +$38.1K +110 +6%
AFO
514
Allie Family Office
Florida
$692K -$222K -640 -24%
JCM
515
Jacobi Capital Management
Pennsylvania
$689K +$34.7K +100 +5%
TNA
516
True North Advisors
Texas
$686K +$5.2K +15 +0.7%
GT
517
Glenmede Trust
Pennsylvania
$683K -$47.5K -137 -6%
SFG
518
Sovereign Financial Group
Connecticut
$682K +$288K +830 +69%
RBC
519
Romano Brothers & Co
Illinois
$674K +$13.9K +40 +2%
MPM
520
Meritage Portfolio Management
Kansas
$672K – – –
WI
521
Wintrust Investments
Illinois
$671K -$85.7K -247 -11%
DMC
522
Drexel Morgan & Co
Pennsylvania
$670K – – –
HHGC
523
Hunting Hill Global Capital
New York
$670K +$694K +2,000 New
CT
524
Cambridge Trust
Massachusetts
$666K +$104K +300 +18%
SCM
525
SOL Capital Management
Maryland
$663K -$505K -1,455 -42%
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