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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
576
Visionary Wealth Advisors
Illinois
$1.11M -$37.5K -75 -3%
OWMIAS
577
One Wealth Management Investment & Advisory Services
Florida
$1.11M -$29K -58 -3%
DAS
578
Dynamic Advisor Solutions
Arizona
$1.1M -$363K -727 -26%
PWMA
579
Pension & Wealth Management Advisors
Massachusetts
$1.09M +$499 +1 +0%
GCM
580
Gables Capital Management
Florida
$1.08M – – –
FMWA
581
Forvis Mazars Wealth Advisors
Missouri
$1.08M +$230K +460 +29%
CCM
582
Coldstream Capital Management
Washington
$1.07M +$25K +50 +2%
BNMT
583
Bawa N Mallick Trust
New York
$1.06M – – –
WFS
584
Widmann Financial Services
Maryland
$1.05M +$499 +1 +0%
BAM
585
Banta Asset Management
California
$1.05M -$25K -50 -2%
DMC
586
Drexel Morgan & Co
Pennsylvania
$1.04M – – –
PS
587
Principal Securities
Iowa
$1.04M +$446K +893 +81%
PAM
588
Pegasus Asset Management
New York
$1.03M -$4.99K -10 -0.5%
KF
589
Krilogy Financial
Missouri
$1.02M – – –
CWP
590
Concord Wealth Partners
Virginia
$1.02M +$22.5K +45 +2%
UBV
591
United Bank (Virginia)
Virginia
$1.02M – – –
NFSG
592
Newbridge Financial Services Group
Florida
$1.01M -$93.4K -187 -9%
AWA
593
Alta Wealth Advisors
Massachusetts
$1.01M -$15K -30 -2%
RAG
594
RIA Advisory Group
Iowa
$1,000K +$467K +936 +96%
KCM
595
Kanawha Capital Management
Virginia
$1,000K – – –
ZF
596
Zhang Financial
Michigan
$998K -$125K -250 -12%
WJWM
597
Williams Jones Wealth Management
New York
$998K +$954K +1,910 New
PTC
598
Private Trust Company
Ohio
$994K +$44.9K +90 +5%
FCMT
599
Founders Capital Management (Texas)
Texas
$988K +$65.4K +131 +7%
AIS
600
AM Investment Strategies
Tennessee
$987K – – –
22 23
24
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