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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
576
Vigilant Capital Management
Maine
$568K – – –
SFG
577
Sovereign Financial Group
Connecticut
$566K +$47.5K +146 +9%
CPA
578
Capital Performance Advisors
California
$565K +$555K +1,706 New
KF
579
Krilogy Financial
Missouri
$565K – – –
RSWM
580
Robertson Stephens Wealth Management
California
$565K -$2.92K -9 -0.5%
HWM
581
Howard Wealth Management
Connecticut
$564K +$20.8K +64 +4%
FA
582
Fiduciary Alliance
South Carolina
$563K +$552K +1,698 New
DBIA
583
Dumont & Blake Investment Advisors
New Jersey
$558K -$8.45K -26 -2%
CIA
584
Capital Investment Advisors
Georgia
$554K -$35.4K -109 -6%
YIH
585
Y-Intercept (HK)
Hong Kong
$553K -$1.12M -3,436 -67%
GC
586
Gratus Capital
Georgia
$550K +$325 +1 +0.1%
QPW
587
Quantum Private Wealth
Florida
$547K – – –
JWBC
588
J.W. Burns & Co
New York
$540K +$116K +357 +28%
KWA
589
Kellett Wealth Advisors
Ohio
$537K +$650 +2 +0.1%
CA
590
Continuum Advisory
Idaho
$536K +$17.9K +55 +4%
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$534K – – –
AWA
592
Alta Wealth Advisors
Massachusetts
$534K +$524K +1,612 New
ML
593
McAdam LLC
Pennsylvania
$534K -$325 -1 -0.1%
SSWM
594
Sheets Smith Wealth Management
North Carolina
$530K – – –
PGWM
595
Parisi Gray Wealth Management
New Jersey
$528K +$24.1K +74 +5%
FGG
596
Financial Guidance Group
Florida
$525K – – –
ACI
597
Alpha Cubed Investments
California
$521K +$130K +399 +34%
ERIC
598
Eagle Rock Investment Company
Georgia
$518K – – –
PWM
599
Paulson Wealth Management
Illinois
$517K +$325 +1 +0.1%
CWS
600
Cypress Wealth Services
California
$517K – – –
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