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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
5L
526
55I LLC
Massachusetts
$495K -$129K -395 -20%
SSWM
527
Sheets Smith Wealth Management
North Carolina
$493K – – –
JG
528
Jefferies Group
New York
$493K +$2.62K +8 +0.5%
SWA
529
Sax Wealth Advisors
New Jersey
$488K – – –
JCM
530
Jacobi Capital Management
Pennsylvania
$486K +$44.1K +135 +9%
VCM
531
Versant Capital Management
Arizona
$481K – – –
PWM
532
Paulson Wealth Management
Illinois
$480K – – –
EWA
533
EverSource Wealth Advisors
Alabama
$477K -$15K -46 -3%
CFGS
534
Concourse Financial Group Securities
Alabama
$475K -$49.1K -150 -9%
HSA
535
HBK Sorce Advisory
Pennsylvania
$469K -$408K -1,247 -45%
ERIC
536
Eagle Rock Investment Company
Georgia
$469K – – –
MCM
537
Maryland Capital Management
Maryland
$464K – – –
PCMF
538
Private Capital Management (Florida)
Florida
$462K – – –
SCA
539
Sage Capital Advisors
South Dakota
$456K +$1.96K +6 +0.4%
BC
540
Burney Company
Virginia
$453K – – –
ML
541
McAdam LLC
Pennsylvania
$453K – – –
NRI
542
NFP Retirement Inc
California
$453K -$95.5K -292 -17%
FCI
543
Financial Counselors Inc
Kansas
$452K +$32.7K +100 +7%
ACI
544
Alpha Cubed Investments
California
$452K +$137K +419 +40%
IA
545
IFP Advisors
Florida
$451K – – –
SC
546
Savant Capital
Illinois
$451K – – –
RIA
547
Regal Investment Advisors
Michigan
$451K +$40.9K +125 +9%
SDWMA
548
Schneider Downs Wealth Management Advisors
Pennsylvania
$450K +$49.7K +152 +12%
WCG
549
Weaver Consulting Group
California
$449K -$13.1K -40 -3%
EIA
550
Eldridge Investment Advisors
New Hampshire
$448K +$32.7K +100 +7%
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