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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
601
Alta Wealth Advisors
Massachusetts
$910K -$26.6K -55 -3%
UBV
602
United Bank (Virginia)
Virginia
$900K – – –
VFA
603
Valeo Financial Advisors
Indiana
$900K -$267K -552 -22%
OPWM
604
Oxinas Partners Wealth Management
Indiana
$896K -$24.2K -50 -3%
GGI
605
Godsey & Gibb Inc
Virginia
$892K -$376K -776 -29%
KCM
606
Kanawha Capital Management
Virginia
$887K +$435K +898 +88%
GCP
607
Guardian Capital (Pennsylvania)
Pennsylvania
$883K +$117K +241 +14%
CWP
608
Concord Wealth Partners
Virginia
$882K -$353K -729 -28%
AA
609
Alesco Advisors
New York
$881K +$89.6K +185 +11%
SWM
610
Selective Wealth Management
Virginia
$877K -$191K -394 -18%
M
611
MOTCO
Texas
$877K – – –
AIS
612
AM Investment Strategies
Tennessee
$875K +$484 +1 +0.1%
MA
613
Mosaic Advisors
Texas
$872K +$858K +1,771 New
DSC
614
Duncker Streett & Co
Missouri
$867K +$484 +1 +0.1%
SWM
615
SeaCrest Wealth Management
New York
$867K -$969 -2 -0.1%
1WA
616
180 Wealth Advisors
Washington
$867K – – –
SC
617
Soundwatch Capital
Connecticut
$857K – – –
AAMA
618
Advanced Asset Management Advisors
Ohio
$851K – – –
B
619
Bailard
California
$848K -$121K -250 -12%
LPAM
620
Lodestar Private Asset Management
California
$844K +$170K +350 +24%
GFPC
621
Global Financial Private Client
Florida
$843K – – –
PTC
622
Private Trust Company
Ohio
$839K -$136K -281 -13%
AMG
623
Advisors Management Group
Wisconsin
$826K -$4.36K -9 -0.5%
SIA
624
Soltis Investment Advisors
Utah
$823K -$284K -586 -25%
VT
625
Volterra Technologies
New York
$820K +$858K +1,771 New
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25
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