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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
576
Dynamic Advisor Solutions
Arizona
$1.1M -$363K -727 -26%
PWMA
577
Pension & Wealth Management Advisors
Massachusetts
$1.09M +$499 +1 +0%
GCM
578
Gables Capital Management
Florida
$1.08M – – –
FMWA
579
Forvis Mazars Wealth Advisors
Missouri
$1.08M +$230K +460 +29%
CCM
580
Coldstream Capital Management
Washington
$1.07M +$25K +50 +2%
BNMT
581
Bawa N Mallick Trust
New York
$1.06M – – –
WFS
582
Widmann Financial Services
Maryland
$1.05M +$499 +1 +0%
BAM
583
Banta Asset Management
California
$1.05M -$25K -50 -2%
DMC
584
Drexel Morgan & Co
Pennsylvania
$1.04M – – –
PS
585
Principal Securities
Iowa
$1.04M +$446K +893 +81%
PAM
586
Pegasus Asset Management
New York
$1.03M -$4.99K -10 -0.5%
KF
587
Krilogy Financial
Missouri
$1.02M – – –
CWP
588
Concord Wealth Partners
Virginia
$1.02M +$22.5K +45 +2%
UBV
589
United Bank (Virginia)
Virginia
$1.02M – – –
NFSG
590
Newbridge Financial Services Group
Florida
$1.01M -$93.4K -187 -9%
AWA
591
Alta Wealth Advisors
Massachusetts
$1.01M -$15K -30 -2%
RAG
592
RIA Advisory Group
Iowa
$1,000K +$467K +936 +96%
KCM
593
Kanawha Capital Management
Virginia
$1,000K – – –
ZF
594
Zhang Financial
Michigan
$998K -$125K -250 -12%
WJWM
595
Williams Jones Wealth Management
New York
$998K +$954K +1,910 New
PTC
596
Private Trust Company
Ohio
$994K +$44.9K +90 +5%
FCMT
597
Founders Capital Management (Texas)
Texas
$988K +$65.4K +131 +7%
AIS
598
AM Investment Strategies
Tennessee
$987K – – –
GAA
599
Guardian Asset Advisors
Pennsylvania
$985K -$5.59M -11,193 -86%
MT
600
Midwest Trust
Kansas
$983K -$104K -209 -10%
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