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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
576
Banque Cantonale Vaudoise
Switzerland
$756K -$70.1K -182 -9%
1WA
577
180 Wealth Advisors
Washington
$746K +$385 +1 +0.1%
EWG
578
Executive Wealth Group
Washington
$742K +$490K +1,271 +201%
SL
579
Stevard LLC
Illinois
$739K – – –
O3W
580
Omni 360 Wealth
New Jersey
$737K -$8.47K -22 -1%
FA
581
Fagan Associates
New York
$736K -$32.7K -85 -4%
FNT
582
First National Trust
Pennsylvania
$735K -$104K -269 -13%
SIC
583
Sterling Investment Counsel
New York
$734K – – –
KCFA
584
Key Client Fiduciary Advisors
New Jersey
$733K -$115K -298 -14%
HWM
585
Howard Wealth Management
Connecticut
$731K +$3.08K +8 +0.4%
LPAM
586
Lodestar Private Asset Management
California
$727K -$9.63K -25 -1%
NAM
587
NorthCrest Asset Manangement
Minnesota
$723K -$19.6K -51 -3%
DWM
588
Denver Wealth Management
Colorado
$722K -$9.63K -25 -1%
CWM
589
Compass Wealth Management
Connecticut
$718K -$59.7K -155 -8%
FFM
590
Forum Financial Management
Illinois
$716K -$421K -1,093 -38%
SWA
591
Sax Wealth Advisors
New Jersey
$714K +$4.62K +12 +0.7%
HR
592
Howe & Rusling
New York
$713K -$22.3K -58 -3%
JFG
593
JDM Financial Group
Texas
$705K -$260K -676 -28%
MFG
594
Merit Financial Group
Georgia
$701K -$147K -381 -17%
FHB
595
First Hawaiian Bank
Hawaii
$701K – – –
CT
596
Cambridge Trust
Massachusetts
$699K -$89.4K -232 -12%
CPA
597
Capital Performance Advisors
California
$694K -$33.5K -87 -5%
IGWM
598
ICA Group Wealth Management
Colorado
$694K – – –
DWAM
599
Duncan Williams Asset Management
Tennessee
$691K +$669K +1,737 New
JIP
600
Jaffetilchin Investment Partners
Florida
$685K +$385 +1 +0.1%
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