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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
551
Windham Capital Management
Massachusetts
$219K – – –
BMO
552
Beck Mack & Oliver
New York
$219K +$266K +1,000 New
EIA
553
Eldridge Investment Advisors
New Hampshire
$213K – – –
MFT
554
Moisand Fitzgerald Tamayo
Florida
$213K – – –
DL
555
DOHJ LLC
Washington
$210K – – –
RFO
556
RiverGlades Family Offices
Florida
$208K +$13.3K +50 +6%
GIM
557
Greenwich Investment Management
Connecticut
$208K +$252K +950 New
DHFB
558
Dixon Hubard Feinour & Brown
Virginia
$208K +$253K +951 New
CIAS
559
CBIZ Investment Advisory Services
Ohio
$207K – – –
NA
560
NewEdge Advisors
Louisiana
$206K – – –
PGFC
561
Peapack-Gladstone Financial Corp
New Jersey
$206K – – –
AIP
562
Ahrens Investment Partners
Louisiana
$205K -$55.8K -210 -18%
LWM
563
Liberty Wealth Management
California
$205K -$3.98K -15 -2%
RICHC
564
Renaissance Investment Consultants Holding Company
Pennsylvania
$205K +$11.2K +42 +5%
BMM
565
Berkshire Money Management
Massachusetts
$203K -$21.7M -81,697 -99%
JWBC
566
John W. Brooker & Co
California
$203K +$9.3K +35 +4%
CMI
567
Clare Market Investments
Texas
$202K -$29.8K -112 -11%
SDWMA
568
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K – – –
CFA
569
Carroll Financial Associates
North Carolina
$200K +$243K +913 New
WWM
570
Willingdon Wealth Management
North Carolina
$198K +$240K +903 New
RDWM
571
Red Door Wealth Management
Tennessee
$190K +$13.5K +51 +6%
EK
572
Evensky & Katz
Florida
$189K – – –
SFG
573
Sowa Financial Group
Rhode Island
$189K – – –
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$187K -$31.1K -117 -12%
NFG
575
Next Financial Group
Texas
$183K -$927K -3,490 -81%
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