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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
601
SOL Capital Management
Maryland
$810K – – –
BWFA
602
Baltimore-Washington Financial Advisors
Maryland
$804K +$828K +1,915 New
LMKC
603
L.M. Kohn & Company
Ohio
$804K -$28.1K -65 -3%
PWPS
604
Pinnacle Wealth Planning Services
Ohio
$802K +$47.6K +110 +6%
AMG
605
Advisors Management Group
Wisconsin
$801K -$4.82M -11,140 -85%
VFA
606
Valeo Financial Advisors
Indiana
$800K -$300K -693 -27%
AGA
607
Arkos Global Advisors
Texas
$794K – – –
SP
608
Stonebrook Private
Michigan
$790K -$19.5K -45 -2%
1WA
609
180 Wealth Advisors
Washington
$788K – – –
EMAM
610
Encompass More Asset Management
California
$786K +$527K +1,219 +187%
FF
611
Financial Futures
New Jersey
$779K +$3.03K +7 +0.4%
NS
612
NBC Securities
Alabama
$778K +$801K +1,852 +92,600%
GAA
613
Global Assets Advisory
Florida
$778K +$561K +1,296 +201%
SC
614
Soundwatch Capital
Connecticut
$777K – – –
DZ Bank
615
DZ Bank
Germany
$775K +$615K +1,421 +334%
CWS
616
Cypress Wealth Services
California
$774K +$26.4K +61 +3%
CQWA
617
Chokshi & Queen Wealth Advisors
California
$774K +$86.5K +200 +12%
SWA
618
Strategies Wealth Advisors
Michigan
$772K +$1.3K +3 +0.2%
AAMA
619
Advanced Asset Management Advisors
Ohio
$772K -$314K -727 -28%
FIM
620
Freedom Investment Management
Connecticut
$768K +$527K +1,218 +199%
KCFA
621
Key Client Fiduciary Advisors
New Jersey
$767K – – –
CPA
622
Capital Performance Advisors
California
$765K -$15.6K -36 -2%
AIS
623
American Investment Services
Massachusetts
$765K -$432 -1 -0.1%
HWM
624
Horizon Wealth Management
Illinois
$760K – – –
IWB
625
Innovative Wealth Building
Maryland
$756K +$12.1K +28 +2%