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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
551
Moisand Fitzgerald Tamayo
Florida
$277K – – –
EIA
552
Eldridge Investment Advisors
New Hampshire
$277K +$11K +40 +4%
DL
553
DOHJ LLC
Washington
$274K +$264K +960 New
LWM
554
Liberty Wealth Management
California
$271K +$276 +1 +0.1%
CIAS
555
CBIZ Investment Advisory Services
Ohio
$269K – – –
VCM
556
Vivaldi Capital Management
Illinois
$269K +$1.1K +4 +0.4%
PGFC
557
Peapack-Gladstone Financial Corp
New Jersey
$268K – – –
NA
558
NewEdge Advisors
Louisiana
$268K +$22K +80 +9%
CT
559
Cambridge Trust
Massachusetts
$267K – – –
CCM
560
Carlson Capital Management
Minnesota
$267K – – –
GRP
561
Global Retirement Partners
California
$266K +$6.06K +22 +2%
SDWMA
562
Schneider Downs Wealth Management Advisors
Pennsylvania
$261K +$253K +917 New
WP
563
WealthShield Partners
North Carolina
$259K +$23.4K +85 +10%
AC
564
Abbrea Capital
California
$257K – – –
RFO
565
RiverGlades Family Offices
Florida
$257K – – –
TGAM
566
TBH Global Asset Management
Tennessee
$257K +$248K +900 New
CL
567
Choreo LLC
Illinois
$256K +$827 +3 +0.3%
C
568
Certuity
Florida
$256K +$247K +898 New
AWM
569
Alterna Wealth Management
Texas
$255K – – –
RG
570
Rikoon Group
New Mexico
$255K – – –
MM
571
Meridian Management
Arkansas
$254K – – –
JWBC
572
John W. Brooker & Co
California
$254K +$246K +892 New
RICHC
573
Renaissance Investment Consultants Holding Company
Pennsylvania
$254K +$246K +894 New
WAG
574
Winthrop Advisory Group
Massachusetts
$253K +$2.48K +9 +1%
ACM
575
Armbruster Capital Management
New York
$251K +$20.7K +75 +9%
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