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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
626
Norris Financial Group
South Carolina
$349K +$346K +1,013 New
SCG
627
Sonata Capital Group
Washington
$348K +$341 +1 +0.1%
S
628
SignatureFD
Georgia
$346K +$683 +2 +0.2%
CPA
629
Clear Perspective Advisors
Illinois
$345K -$5.8K -17 -2%
FPCG
630
Fort Pitt Capital Group
Pennsylvania
$345K – – –
IIM
631
Ipswich Investment Management
Massachusetts
$345K – – –
WCM
632
Windham Capital Management
Massachusetts
$345K – – –
JCM
633
Jacobi Capital Management
Pennsylvania
$345K +$42.3K +124 +14%
MF
634
Manchester Financial
California
$345K +$88.4K +259 +35%
JSL
635
JT Stratford LLC
Georgia
$344K +$134K +392 +65%
CFA
636
Carroll Financial Associates
North Carolina
$340K – – –
GT
637
Greenleaf Trust
Michigan
$339K – – –
FCI
638
Financial Counselors Inc
Kansas
$336K – – –
PWLP
639
Prio Wealth Limited Partnership
Massachusetts
$335K -$20.5K -60 -6%
MGWM
640
Marks Group Wealth Management
Minnesota
$334K -$138K -404 -29%
TWM
641
Titus Wealth Management
California
$331K +$8.88K +26 +3%
HCIA
642
Hochman Cole Investment Advisors
Illinois
$326K +$3.75K +11 +1%
CIAS
643
CBIZ Investment Advisory Services
Ohio
$325K – – –
LIA
644
LBMC Investment Advisors
Tennessee
$320K +$316K +927 New
WHG
645
Westwood Holdings Group
Texas
$315K +$312K +914 New
PAM
646
Private Asset Management
California
$314K +$72K +211 +30%
FCBT
647
First Citizens Bank & Trust
North Carolina
$313K +$60.4K +177 +24%
FAM
648
Flaharty Asset Management
Florida
$310K -$80.2K -235 -21%
EWM
649
Evermay Wealth Management
Virginia
$310K – – –
UFF
650
USA Financial Formulas
Michigan
$309K -$46.1K -135 -13%
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