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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
526
Concord Wealth Partners
Virginia
$1.15M +$47.3K +105 +4%
HSA
527
HBK Sorce Advisory
Pennsylvania
$1.14M +$114K +253 +11%
AAA
528
American Alpha Advisors
New York
$1.13M +$373K +827 +51%
SCM
529
SOL Capital Management
Maryland
$1.13M +$223K +495 +26%
DWP
530
Daymark Wealth Partners
Ohio
$1.12M +$166K +368 +18%
BRM
531
Boston Research & Management
Massachusetts
$1.12M – – –
ACA
532
Aptus Capital Advisors
Alabama
$1.12M +$451 +1 +0%
JWA
533
JFS Wealth Advisors
Pennsylvania
$1.12M -$29.7K -66 -3%
FA
534
Financial Alternatives
California
$1.12M +$5.41K +12 +0.5%
CAM
535
Cozad Asset Management
Illinois
$1.11M -$2.25K -5 -0.2%
SIC
536
Samalin Investment Counsel
New York
$1.11M +$512K +1,137 +91%
RIL
537
Rothschild Investment LLC
Illinois
$1.11M +$4.51K +10 +0.4%
DWAM
538
Duncan Williams Asset Management
Tennessee
$1.1M +$1.35K +3 +0.1%
CRWM
539
Castle Rock Wealth Management
California
$1.1M -$16.2K -36 -1%
LA
540
Latitude Advisors
Florida
$1.1M -$7.66K -17 -0.7%
WA
541
WBH Advisory
Maryland
$1.09M +$901 +2 +0.1%
WFS
542
Widmann Financial Services
Maryland
$1.09M – – –
KLCM
543
KG&L Capital Management
Louisiana
$1.09M +$24.8K +55 +2%
CPA
544
Clear Point Advisors
New York
$1.07M +$2.25K +5 +0.2%
OWMIAS
545
One Wealth Management Investment & Advisory Services
Florida
$1.04M -$1.8K -4 -0.2%
MFG
546
Magnus Financial Group
New York
$1.04M -$24.3K -54 -2%
MCCA
547
Mill Creek Capital Advisors
Pennsylvania
$1.04M +$25.2K +56 +3%
BB
548
Berkshire Bank
Massachusetts
$1.04M – – –
ZF
549
Zhang Financial
Michigan
$1.04M -$31.6K -70 -3%
IW
550
Imprint Wealth
South Carolina
$1.03M +$1M +2,225 New
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