We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
526
Blackston Financial Advisory Group
Florida
$701K -$337 -1 -0%
TNA
527
True North Advisors
Texas
$699K +$3.37K +10 +0.5%
DA
528
Doliver Advisors
Texas
$699K +$684K +2,032 New
EWM
529
Evercore Wealth Management
New York
$697K – – –
PWA
530
PCG Wealth Advisors
Kansas
$694K -$25.2K -75 -4%
CG
531
Cutler Group
California
$691K +$677K +2,012 New
MPM
532
Meritage Portfolio Management
Kansas
$689K – – –
DMC
533
Drexel Morgan & Co
Pennsylvania
$688K – – –
PCM
534
Prelude Capital Management
New York
$681K +$666K +1,980 New
NAM
535
NorthCrest Asset Manangement
Minnesota
$679K -$32.3K -96 -5%
RBC
536
Romano Brothers & Co
Illinois
$678K +$45.4K +135 +7%
CWM
537
Compass Wealth Management
Connecticut
$674K – – –
GLA
538
Good Life Advisors
Pennsylvania
$673K -$29.6K -88 -4%
SIC
539
Sterling Investment Counsel
New York
$673K -$29.3K -87 -4%
JCM
540
Jacobi Capital Management
Pennsylvania
$673K -$24.6K -73 -4%
AIS
541
American Investment Services
Massachusetts
$671K -$58.2K -173 -8%
UBV
542
United Bank (Virginia)
Virginia
$668K – – –
CL
543
CIM LLC
New York
$667K – – –
CPC
544
Consolidated Planning Corp
Georgia
$659K +$645K +1,917 New
SBH
545
Segall Bryant & Hamill
Illinois
$658K +$225K +669 +54%
DWM
546
Destination Wealth Management
California
$657K +$337 +1 +0.1%
VFA
547
Valeo Financial Advisors
Indiana
$655K -$120K -357 -16%
LPAM
548
Lodestar Private Asset Management
California
$654K – – –
1WA
549
180 Wealth Advisors
Washington
$647K – – –
JIP
550
Jaffetilchin Investment Partners
Florida
$641K -$8.75K -26 -1%
20 21
22
23 24