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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
526
Valeo Financial Advisors
Indiana
$663K +$25.3K +73 +4%
CWM
527
Compass Wealth Management
Connecticut
$656K – – –
AIS
528
American Investment Services
Massachusetts
$656K +$2.77K +8 +0.4%
SIC
529
Sterling Investment Counsel
New York
$656K – – –
UBV
530
United Bank (Virginia)
Virginia
$651K – – –
CL
531
CIM LLC
New York
$650K – – –
DWM
532
Denver Wealth Management
Colorado
$650K -$64.5K -186 -9%
PWA
533
PCG Wealth Advisors
Kansas
$643K -$34K -98 -5%
EWM
534
Evercore Wealth Management
New York
$640K -$39.9K -115 -6%
LPAM
535
Lodestar Private Asset Management
California
$634K -$3.47K -10 -0.5%
NAM
536
NorthCrest Asset Manangement
Minnesota
$632K -$30.2K -87 -4%
T
537
TRUADVICE
Florida
$630K -$62.1K -179 -9%
1WA
538
180 Wealth Advisors
Washington
$628K -$1.73K -5 -0.3%
SL
539
Stevard LLC
Illinois
$623K – – –
FPAS
540
Focus Partners Advisor Solutions
Missouri
$618K – – –
LMKC
541
L.M. Kohn & Company
Ohio
$617K +$3.47K +10 +0.5%
CIC
542
Carnegie Investment Counsel
Ohio
$606K +$347 +1 +0.1%
FA
543
Fiduciary Alliance
South Carolina
$606K +$32.3K +93 +5%
HWM
544
Howard Wealth Management
Connecticut
$605K +$16.3K +47 +3%
IGWM
545
ICA Group Wealth Management
Colorado
$604K – – –
E
546
ETFidea
New York
$603K -$13.2K -38 -2%
JIP
547
Jaffetilchin Investment Partners
Florida
$600K -$25.3K -73 -4%
PTC
548
Private Trust Company
Ohio
$600K +$104K +301 +20%
GFPC
549
Global Financial Private Client
Florida
$599K – – –
RIA
550
Regal Investment Advisors
Michigan
$598K +$36.8K +106 +6%
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