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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
601
Court Place Advisors
Maryland
$464K – – –
TGAM
602
TBH Global Asset Management
Tennessee
$463K -$665 -2 -0.1%
AWM
603
AAF Wealth Management
Massachusetts
$461K -$217K -654 -32%
ECM
604
Evergreen Capital Management
Washington
$461K +$100K +302 +28%
ACP
605
Aveo Capital Partners
Colorado
$461K -$2.91M -8,759 -86%
NFP
606
Narus Financial Partners
Utah
$461K -$6.64K -20 -1%
OIA
607
OneDigital Investment Advisors
Kansas
$460K +$49.2K +148 +12%
CWM
608
Collaborative Wealth Management
Florida
$458K +$8.31K +25 +2%
CAI
609
Capital Advisors Inc
Oklahoma
$457K -$10.3K -31 -2%
TH
610
TCTC Holdings
Texas
$457K – – –
OSNBOA
611
Old Second National Bank of Aurora
Illinois
$456K – – –
PAM
612
Peak Asset Management
Colorado
$455K – – –
GTAM
613
Global Trust Asset Management
Florida
$454K +$24.9K +75 +6%
PTC
614
Private Trust Company
Ohio
$452K -$20.3K -61 -4%
OSAM
615
O'Shaughnessy Asset Management
Connecticut
$447K +$447K +1,344 New
NA
616
Nottingham Advisors
New York
$439K -$13.3K -40 -3%
WP
617
Wealthspan Partners
Iowa
$439K – – –
AWA
618
Alta Wealth Advisors
Massachusetts
$439K -$97.4K -293 -18%
HPM
619
Hoxton Planning & Management
West Virginia
$432K – – –
FAG
620
Fortitude Advisory Group
Washington
$431K -$14K -42 -3%
9WM
621
9258 Wealth Management
Ohio
$428K – – –
GIM
622
Grassi Investment Management
California
$427K +$665 +2 +0.2%
MA
623
MONECO Advisors
Connecticut
$426K +$425K +1,280 New
EWA
624
EverSource Wealth Advisors
Alabama
$423K -$66.1K -199 -14%
SIAG
625
Safeguard Investment Advisory Group
California
$423K -$798K -2,402 -65%
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