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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
551
Perigon Wealth Management
California
$464K – – –
EIA
552
Eldridge Investment Advisors
New Hampshire
$462K +$10.2K +30 +2%
CWS
553
Cypress Wealth Services
California
$461K -$597K -1,750 -57%
CCWA
554
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$458K +$454K +1,329 New
DHFB
555
Dixon Hubard Feinour & Brown
Virginia
$457K -$22.5K -66 -5%
PSIWM
556
Paradigm Strategies in Wealth Management
Minnesota
$455K -$10.2K -30 -2%
SDWMA
557
Schneider Downs Wealth Management Advisors
Pennsylvania
$452K – – –
FCH
558
Freestone Capital Holdings
Washington
$452K +$27K +79 +6%
BBHBI
559
B, B, H, & B Inc
Alabama
$448K +$59.7K +175 +16%
CWA
560
Capital Wealth Alliance
Arizona
$444K +$71.3K +209 +19%
JWBC
561
J.W. Burns & Co
New York
$439K -$76.8K -225 -15%
PNAA
562
Pictet North America Advisors
Switzerland
$435K – – –
SSB
563
Sandy Spring Bank
Maryland
$433K -$9.9K -29 -2%
TA
564
Tiedemann Advisors
New York
$432K +$341 +1 +0.1%
NRI
565
NFP Retirement Inc
California
$428K +$424K +1,242 New
ST
566
Sageworth Trust
Pennsylvania
$428K -$84.3K -247 -17%
WP
567
WealthPLAN Partners
Nebraska
$426K -$10.9K -32 -3%
DCM
568
Donaldson Capital Management
Indiana
$426K – – –
FCMT
569
Founders Capital Management (Texas)
Texas
$425K – – –
GC
570
Gratus Capital
Georgia
$424K +$27.3K +80 +7%
PCM
571
Parsons Capital Management
Rhode Island
$423K -$11.9K -35 -3%
EWM
572
EPG Wealth Management
Georgia
$420K +$35.5K +104 +9%
PP
573
Patten & Patten
Tennessee
$419K +$112K +327 +37%
LWM
574
Lionsbridge Wealth Management
Florida
$419K +$415K +1,215 New
WA
575
Waverly Advisors
Alabama
$418K – – –
21 22
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24 25