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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
576
Holderness Investments Company
North Carolina
$1.01M +$63.5K +131 +6%
TWP
577
Tyche Wealth Partners
Texas
$1.01M +$243K +501 +30%
RBC
578
Romano Brothers & Co
Illinois
$1.01M -$12.1K -25 -1%
SWP
579
Strategic Wealth Partners
Ohio
$1M +$756K +1,560 +260%
ZF
580
Zhang Financial
Michigan
$1M -$34.9K -72 -3%
VT
581
Vise Technologies
New York
$999K – – –
DS
582
DRW Securities
Illinois
$999K +$1.04M +2,156 New
CPA
583
Capital Performance Advisors
California
$997K +$59.1K +122 +6%
BOH
584
Bank of Hawaii
Hawaii
$995K – – –
NFSG
585
Newbridge Financial Services Group
Florida
$983K -$185K -382 -15%
WQ
586
Wealth Quarterback
New Jersey
$972K -$80.9K -167 -7%
PWMA
587
Pension & Wealth Management Advisors
Massachusetts
$969K – – –
MT
588
Midwest Trust
Kansas
$968K -$44.6K -92 -4%
AAP
589
Arax Advisory Partners
Colorado
$967K -$908K -1,874 -47%
GCM
590
Gables Capital Management
Florida
$959K +$19.4K +40 +2%
BAM
591
Banta Asset Management
California
$951K -$19.4K -40 -2%
HIS
592
Harvest Investment Services
Illinois
$951K -$803K -1,658 -45%
KF
593
Krilogy Financial
Missouri
$950K +$96.9K +200 +11%
GSC
594
Ground Swell Capital
South Carolina
$949K +$993K +2,049 New
BNMT
595
Bawa N Mallick Trust
New York
$938K – – –
AAS
596
Asset Allocation Strategies
Michigan
$937K -$160K -330 -14%
WFS
597
Widmann Financial Services
Maryland
$932K -$61K -126 -6%
CCM
598
Coldstream Capital Management
Washington
$929K +$14.5K +30 +2%
DMC
599
Drexel Morgan & Co
Pennsylvania
$926K – – –
PAM
600
Pegasus Asset Management
New York
$915K -$10.7K -22 -1%
22 23
24
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