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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
576
Wilbanks Smith & Thomas Asset Management
Virginia
$397K -$104K -299 -20%
WDL
577
Well Done LLC
Michigan
$397K – – –
PIM
578
Penobscot Investment Management
Massachusetts
$396K – – –
CSIC
579
Clifford Swan Investment Counsel
California
$395K +$105K +300 +38%
UFF
580
USA Financial Formulas
Michigan
$393K +$93.3K +267 +30%
DW
581
Domani Wealth
Pennsylvania
$392K – – –
AFS
582
Annapolis Financial Services
Maryland
$389K – – –
CFG
583
Cooper Financial Group
California
$389K +$3.49K +10 +0.9%
KHLMTHM
584
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$388K – – –
EW
585
Element Wealth
Mississippi
$383K – – –
SC
586
Soundwatch Capital
Connecticut
$381K – – –
TWP
587
Tempus Wealth Planning
California
$381K +$394K +1,127 New
ZF
588
Zhang Financial
Michigan
$380K – – –
PL
589
Plancorp LLC
Missouri
$380K +$1.05K +3 +0.3%
SW
590
SkyOak Wealth
Michigan
$378K – – –
CA
591
Calton & Associates
Florida
$377K -$375K -1,073 -49%
SCM
592
Southport Capital Management
Tennessee
$376K -$1.45M -4,138 -79%
HCM
593
Hengehold Capital Management
Ohio
$374K – – –
KFS
594
Kaizen Financial Strategies
California
$374K +$386K +1,105 New
PVH
595
Psagot Value Holdings
Israel
$372K -$17.8M -51,066 -98%
LGA
596
Lebenthal Global Advisors
New York
$372K -$1.62M -4,640 -81%
JCM
597
Jacobi Capital Management
Pennsylvania
$372K +$34.2K +98 +10%
SS
598
Simplicity Solutions
Minnesota
$371K +$383K +1,096 New
LWM
599
Lionsbridge Wealth Management
Florida
$367K -$45.4K -130 -11%
WF
600
Welch & Forbes
Massachusetts
$366K +$14K +40 +4%
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