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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
551
Howe & Rusling
New York
$640K -$87.2K -259 -12%
SL
552
Stevard LLC
Illinois
$639K – – –
FPAS
553
Focus Partners Advisor Solutions
Missouri
$635K -$19.9K -59 -3%
E
554
ETFidea
New York
$632K +$3.37K +10 +0.5%
RAG
555
RIA Advisory Group
Iowa
$630K -$101K -299 -14%
LMKC
556
L.M. Kohn & Company
Ohio
$630K +$251K +747 +69%
CCM
557
Consolidated Capital Management
California
$629K – – –
CIC
558
Carnegie Investment Counsel
Ohio
$622K -$40.7K -121 -6%
IGWM
559
ICA Group Wealth Management
Colorado
$620K – – –
GFPC
560
Global Financial Private Client
Florida
$617K – – –
RWP
561
RWA Wealth Partners
Massachusetts
$615K +$354K +1,053 +143%
SWA
562
Sax Wealth Advisors
New Jersey
$615K +$337 +1 +0.1%
CA
563
Claro Advisors
Massachusetts
$612K -$22.9K -68 -4%
DLCIG
564
D.L. Carlson Investment Group
New Hampshire
$612K +$1.01K +3 +0.2%
JSL
565
JT Stratford LLC
Georgia
$607K +$39.4K +117 +7%
B
566
Bensler
Washington
$606K +$6.06K +18 +1%
FHB
567
First Hawaiian Bank
Hawaii
$606K – – –
HWM
568
Howard Wealth Management
Connecticut
$605K +$3.7K +11 +0.6%
BFEC
569
Benjamin F. Edwards & Company
Missouri
$602K -$214K -635 -27%
CPA
570
Capital Performance Advisors
California
$592K +$2.69K +8 +0.5%
FFC
571
First Financial Corp
Indiana
$590K -$28.6K -85 -5%
CG
572
Colony Group
Massachusetts
$590K – – –
FA
573
Fiduciary Alliance
South Carolina
$590K +$3.03K +9 +0.5%
CT
574
Cambridge Trust
Massachusetts
$581K +$257K +763 +82%
SIC
575
Salem Investment Counselors
North Carolina
$580K – – –
21 22
23
24 25