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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
576
Mark Sheptoff Financial Planning
Connecticut
$26K – – –
PO
577
Private Ocean
California
$26K – – –
SNT
578
Security National Trust
West Virginia
$26K – – –
SFM
579
Signet Financial Management
New Jersey
$26K – – –
GI
580
Gradient Investments
Minnesota
$23K – – –
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$19.3K – – –
AIM
582
Advantage Investment Management
Iowa
$19K -$659K -2,575 -97%
SFG
583
SevenBridge Financial Group
Pennsylvania
$17K – – –
LNB
584
Ledyard National Bank
$16K – – –
KJWM
585
Kiley Juergens Wealth Management
Washington
$15K – – –
VCM
586
Versant Capital Management
Arizona
$14K – – –
BWL
587
Bogart Wealth LLC
Virginia
$13K – – –
RIA
588
RPG Investment Advisory
California
$13K – – –
CWM
589
Cranbrook Wealth Management
Michigan
$12K – – –
PK
590
Pflug Koory
Nebraska
$12K – – –
YWP
591
YorkBridge Wealth Partners
New York
$12K – – –
DWM
592
Destination Wealth Management
California
$11K – – –
WWMSC
593
Wagner Wealth Management (South Carolina)
South Carolina
$11K – – –
TCM
594
Tradewinds Capital Management
Washington
$10K – – –
CCS
595
Crosspoint Capital Strategies
California
$9K +$8.7K +34 New
FMP
596
Financial Management Professionals
Texas
$8K – – –
THWM
597
Taylor Hoffman Wealth Management
Virginia
$8K – – –
ATC
598
Adirondack Trust Company
New York
$7K – – –
IF
599
Ironwood Financial
Arizona
$7K +$6.4K +25 New
PWAG
600
Polaris Wealth Advisory Group
California
$7K +$6.4K +25 New
22 23
24
25 26