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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
526
First Citizens Bank & Trust
North Carolina
$919K +$628K +1,629 +239%
KNW
527
Kesler Norman & Wride
Utah
$918K – – –
ZF
528
Zhang Financial
Michigan
$916K – – –
TSS
529
Two Sigma Securities
New York
$915K +$645K +1,673 +267%
JSL
530
JT Stratford LLC
Georgia
$909K +$3.47K +9 +0.4%
GFS
531
GYL Financial Synergies
Connecticut
$900K -$19.3K -50 -2%
APS
532
American Planning Services
Florida
$884K -$38.5K -100 -4%
SSB
533
Sandy Spring Bank
Maryland
$883K -$65.5K -170 -7%
SCM
534
Sage Capital Management
New Jersey
$879K +$1.93K +5 +0.2%
DSC
535
Duncker Streett & Co
Missouri
$878K -$33.9K -88 -4%
CIA
536
Capital Investment Advisors
Georgia
$878K +$249K +647 +42%
PFG
537
Pacific Financial Group
Washington
$877K -$3.08K -8 -0.4%
WA
538
WBH Advisory
Maryland
$876K +$385 +1 +0%
LSAG
539
Lake Street Advisors Group
New Hampshire
$874K -$695K -1,804 -45%
GPA
540
Garrison Point Advisors
California
$871K +$385 +1 +0%
VFA
541
Valeo Financial Advisors
Indiana
$865K +$138K +357 +19%
PAM
542
Pegasus Asset Management
New York
$856K -$3.08K -8 -0.4%
UCFA
543
United Capital Financial Advisors
Texas
$841K -$144K -373 -15%
YCG
544
Yeomans Consulting Group
Georgia
$841K +$814K +2,114 New
JWA
545
JFS Wealth Advisors
Pennsylvania
$840K – – –
BFEC
546
Benjamin F. Edwards & Company
Missouri
$839K -$30.8K -80 -4%
XF
547
XML Financial
Maryland
$838K +$190K +493 +31%
SP
548
Stonebrook Private
Michigan
$835K +$157K +408 +24%
SWM
549
Selective Wealth Management
Virginia
$832K +$385 +1 +0%
GA
550
Gordian Advisors
Arizona
$828K – – –
20 21
22
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