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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
FGG
551
Financial Guidance Group
Florida
$456K -$51.8K -163 -9%
SWA
552
Sax Wealth Advisors
New Jersey
$455K – – –
CSPIA
553
Cary Street Partners Investment Advisory
Virginia
$452K +$445K +1,399 +795%
AWM
554
Axxcess Wealth Management
California
$451K -$222K -697 -31%
CA
555
Continuum Advisory
Idaho
$449K +$76.3K +240 +18%
SFG
556
Sovereign Financial Group
Connecticut
$449K +$229K +720 +85%
VCM
557
Versant Capital Management
Arizona
$448K -$954 -3 -0.2%
PWM
558
Paulson Wealth Management
Illinois
$448K – – –
PWM
559
Peterson Wealth Management
Nevada
$443K +$490K +1,542 New
ERIC
560
Eagle Rock Investment Company
Georgia
$438K – – –
PGWM
561
Parisi Gray Wealth Management
New Jersey
$437K +$484K +1,521 New
MCM
562
Maryland Capital Management
Maryland
$433K – – –
PCMF
563
Private Capital Management (Florida)
Florida
$431K – – –
CWM
564
Collaborative Wealth Management
Florida
$428K -$1.67M -5,250 -78%
SCA
565
Sage Capital Advisors
South Dakota
$427K +$2.23K +7 +0.5%
BC
566
Burney Company
Virginia
$423K – – –
ML
567
McAdam LLC
Pennsylvania
$423K – – –
EWA
568
EverSource Wealth Advisors
Alabama
$422K -$25.1K -79 -5%
SC
569
Savant Capital
Illinois
$421K – – –
SDWMA
570
Schneider Downs Wealth Management Advisors
Pennsylvania
$420K – – –
WCG
571
Weaver Consulting Group
California
$419K – – –
EIA
572
Eldridge Investment Advisors
New Hampshire
$418K – – –
WQ
573
Wealth Quarterback
New Jersey
$414K -$125K -394 -21%
EWM
574
Empirical Wealth Management
Washington
$413K -$147K -463 -24%
PTC
575
Private Trust Company
Ohio
$413K +$21.9K +69 +5%
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