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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
501
Visionary Wealth Advisors
Illinois
$927K -$53.6K -138 -6%
AFO
502
Allie Family Office
Florida
$926K – – –
FA
503
Fiduciary Alliance
South Carolina
$915K +$160K +412 +22%
JSL
504
JT Stratford LLC
Georgia
$912K +$18.2K +47 +2%
KNW
505
Kesler Norman & Wride
Utah
$905K +$1.94K +5 +0.2%
FCBT
506
First Citizens Bank & Trust
North Carolina
$904K – – –
BFG
507
Bleakley Financial Group
New Jersey
$903K -$510K -1,313 -36%
ZF
508
Zhang Financial
Michigan
$901K – – –
TSS
509
Two Sigma Securities
New York
$900K – – –
GFS
510
GYL Financial Synergies
Connecticut
$897K +$12.4K +32 +1%
ACA
511
Aptus Capital Advisors
Alabama
$895K -$111K -287 -11%
AWM
512
Activest Wealth Management
Florida
$890K +$667K +1,718 +307%
HSA
513
HBK Sorce Advisory
Pennsylvania
$889K -$116K -298 -12%
VFA
514
Valeo Financial Advisors
Indiana
$880K – – –
GCP
515
Garda Capital Partners
Minnesota
$874K +$868K +2,235 New
SCM
516
Sage Capital Management
New Jersey
$866K +$2.33K +6 +0.3%
FNT
517
First National Trust
Pennsylvania
$866K +$141K +364 +20%
MC
518
Moors & Cabot
Massachusetts
$865K -$46.6K -120 -5%
CIA
519
Capital Investment Advisors
Georgia
$863K +$388 +1 +0%
WA
520
WBH Advisory
Maryland
$862K +$1.17K +3 +0.1%
SI
521
Scharf Investments
California
$857K +$425K +1,095 +100%
PFG
522
Pacific Financial Group
Washington
$855K -$6.99K -18 -0.8%
CA
523
CoreCap Advisors
Michigan
$854K -$2.03M -5,229 -71%
RIA
524
Regal Investment Advisors
Michigan
$851K +$64.1K +165 +8%
SWM
525
Selective Wealth Management
Virginia
$851K +$388 +1 +0%
19 20
21
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