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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
601
Meridian Wealth Advisors
Texas
$23K +$25K +100 New
NC
602
NewSquare Capital
Pennsylvania
$23K +$25K +100 New
EI
603
Ellevest Inc
New York
$21K +$22.2K +89 New
LWANC
604
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K +$19.7K +79 New
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$17K – – –
SFG
606
SevenBridge Financial Group
Pennsylvania
$15K – – –
LNB
607
Ledyard National Bank
$14K – – –
MA
608
MCF Advisors
Kentucky
$14K +$15K +60 New
CWM
609
Catamount Wealth Management
Connecticut
$13K -$4.67M -18,729 -100%
VCM
610
Versant Capital Management
Arizona
$12K – – –
BWL
611
Bogart Wealth LLC
Virginia
$11K – – –
CWM
612
Cranbrook Wealth Management
Michigan
$11K – – –
RIA
613
RPG Investment Advisory
California
$11K – – –
AF
614
Advisornet Financial
Minnesota
$10K -$377K -1,509 -97%
PK
615
Pflug Koory
Nebraska
$10K – – –
YWP
616
YorkBridge Wealth Partners
New York
$10K – – –
NSG
617
Nalls Sherbakoff Group
Tennessee
$9K +$9.98K +40 New
AIM
618
Advantage Investment Management
Iowa
$8K -$8.73K -35 -50%
TCM
619
Tradewinds Capital Management
Washington
$8K – – –
FMP
620
Financial Management Professionals
Texas
$7K – – –
THWM
621
Taylor Hoffman Wealth Management
Virginia
$7K – – –
ATC
622
Adirondack Trust Company
New York
$6K – – –
BWM
623
Baystate Wealth Management
Massachusetts
$6K – – –
IF
624
Ironwood Financial
Arizona
$6K – – –
MFW
625
Mosaic Family Wealth
Missouri
$6K – – –
23 24
25
26 27