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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
551
Barrett Asset Management
New York
$28K – – –
ML
552
McAdam LLC
Pennsylvania
$28K – – –
FCB
553
First Command Bank
Texas
$27K – – –
FCFS
554
First Command Financial Services
Texas
$27K – – –
WAM
555
Watermark Asset Management
California
$27K – – –
PO
556
Private Ocean
California
$24K -$70.5K -287 -74%
SFM
557
Signet Financial Management
New Jersey
$24K -$5.16K -21 -17%
CCMW
558
Cypress Capital Management (Wyoming)
Wyoming
$24K – – –
MSFP
559
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
MBT
560
Monroe Bank & Trust
Michigan
$24K – – –
SNT
561
Security National Trust
West Virginia
$24K – – –
TDC
562
Thompson Davis & Co
Virginia
$24K – – –
GI
563
Gradient Investments
Minnesota
$21K – – –
MGIA
564
Moneta Group Investment Advisors
Missouri
$18K +$17.7K +72 New
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$17.7K – – –
SFG
566
SevenBridge Financial Group
Pennsylvania
$16K – – –
GFP
567
Gryphon Financial Partners
Ohio
$15K – – –
LNB
568
Ledyard National Bank
$15K – – –
KJWM
569
Kiley Juergens Wealth Management
Washington
$14K +$14.7K +60 New
RIA
570
RPG Investment Advisory
California
$12K – – –
VCM
571
Versant Capital Management
Arizona
$12K – – –
BWL
572
Bogart Wealth LLC
Virginia
$12K +$12.3K +50 New
CWM
573
Cranbrook Wealth Management
Michigan
$11K – – –
PK
574
Pflug Koory
Nebraska
$11K – – –
YWP
575
YorkBridge Wealth Partners
New York
$11K – – –
21 22
23
24 25