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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
526
Paloma Partners
Connecticut
$497K +$550K +1,731 New
B
527
Bensler
Washington
$495K +$1.27K +4 +0.2%
OFG
528
Oxford Financial Group
Indiana
$494K – – –
CG
529
Colony Group
Massachusetts
$493K – – –
WP
530
WMS Partners
Maryland
$493K – – –
RSWM
531
Robertson Stephens Wealth Management
California
$492K -$63.6K -200 -10%
VCM
532
Vigilant Capital Management
Maine
$492K – – –
TGAM
533
TBH Global Asset Management
Tennessee
$491K -$3.57M -11,220 -87%
DBIA
534
Dumont & Blake Investment Advisors
New Jersey
$491K -$6.04K -19 -1%
KF
535
Krilogy Financial
Missouri
$490K – – –
CAI
536
Capital Advisors Inc
Oklahoma
$490K +$126K +396 +32%
V
537
Veritable
Delaware
$482K +$533K +1,678 New
T
538
TRUADVICE
Florida
$480K -$6.24M -19,640 -93%
GC
539
Gratus Capital
Georgia
$477K +$127K +401 +32%
PCA
540
Personal Capital Advisors
California
$475K +$130K +410 +33%
QPW
541
Quantum Private Wealth
Florida
$474K – – –
CCFM
542
Clear Creek Financial Management
Washington
$474K +$65.5K +206 +14%
HWM
543
Howard Wealth Management
Connecticut
$470K +$521K +1,638 New
IIA
544
IPG Investment Advisors
California
$467K +$143K +450 +38%
JCM
545
Jacobi Capital Management
Pennsylvania
$465K +$13K +41 +3%
JG
546
Jefferies Group
New York
$462K +$2.54K +8 +0.5%
CFGS
547
Concourse Financial Group Securities
Alabama
$462K +$19.7K +62 +4%
SSWM
548
Sheets Smith Wealth Management
North Carolina
$460K – – –
SB
549
Strategic Blueprint
Georgia
$459K +$508K +1,597 New
CWS
550
Cypress Wealth Services
California
$457K +$71.2K +224 +17%
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