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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
601
Winthrop Advisory Group
Massachusetts
$358K +$1.26K +4 +0.4%
GG
602
Gofen & Glossberg
Illinois
$353K +$631 +2 +0.2%
TCPWM
603
Traverso Chambers Private Wealth Management
California
$350K +$947 +3 +0.3%
KTA
604
Keeley-Teton Advisors
Illinois
$348K
Fayez Sarofim & Co
605
Fayez Sarofim & Co
Texas
$347K
AL
606
Aspiriant LLC
California
$347K +$103K +327 +45%
GCM
607
Gables Capital Management
Florida
$345K -$1.58K -5 -0.5%
AA
608
Alesco Advisors
New York
$345K
HWA
609
HCR Wealth Advisors
California
$344K -$875K -2,773 -73%
SP
610
Successful Portfolios
Florida
$343K
WF
611
Welch & Forbes
Massachusetts
$343K
NFP
612
Narus Financial Partners
Utah
$342K +$327K +1,035 New
CAM
613
Carret Asset Management
New York
$341K +$2.84K +9 +0.9%
PWLP
614
Prio Wealth Limited Partnership
Massachusetts
$340K -$47.3K -150 -13%
UFF
615
USA Financial Formulas
Michigan
$340K -$4.42K -14 -1%
CPA
616
Clear Perspective Advisors
Illinois
$336K +$321K +1,017 New
EWM
617
Executive Wealth Management
Michigan
$336K +$322K +1,019 New
FNB
618
Farmers National Bank
Kentucky
$334K -$115K -365 -27%
SCG
619
Sonata Capital Group
Washington
$333K +$316 +1 +0.1%
S
620
SignatureFD
Georgia
$330K -$30.9K -98 -9%
BMO
621
Beck Mack & Oliver
New York
$330K
FPCG
622
Fort Pitt Capital Group
Pennsylvania
$330K
IIM
623
Ipswich Investment Management
Massachusetts
$330K
WCM
624
Windham Capital Management
Massachusetts
$330K
MA
625
MYDA Advisors
New York
$330K +$316K +1,000 New