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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
626
Red Door Wealth Management
Tennessee
$339K +$49.9K +143 +17%
DMC
627
Drexel Morgan & Co
Pennsylvania
$338K -$349K -1,000 -50%
CPA
628
Clear Perspective Advisors
Illinois
$338K – – –
FPCG
629
Fort Pitt Capital Group
Pennsylvania
$338K – – –
IIM
630
Ipswich Investment Management
Massachusetts
$338K – – –
WCM
631
Windham Capital Management
Massachusetts
$338K – – –
AC
632
Abbrea Capital
California
$336K -$25.1K -72 -7%
AL
633
Aspiriant LLC
California
$334K -$21K -60 -6%
TWM
634
Tradition Wealth Management
Minnesota
$334K +$81.4K +233 +31%
GT
635
Greenleaf Trust
Michigan
$333K – – –
FCI
636
Financial Counselors Inc
Kansas
$330K – – –
LNWTC
637
Laird Norton Wetherby Trust Company
Washington
$330K +$341K +977 New
GC
638
Garde Capital
Washington
$329K +$339K +971 New
EWM
639
EPG Wealth Management
Georgia
$328K -$87K -249 -20%
PWLP
640
Prio Wealth Limited Partnership
Massachusetts
$328K – – –
FCMT
641
Founders Capital Management (Texas)
Texas
$325K -$94.7K -271 -22%
CA
642
Continuum Advisory
Idaho
$324K +$58.7K +168 +21%
CIAS
643
CBIZ Investment Advisory Services
Ohio
$319K – – –
TWM
644
Titus Wealth Management
California
$316K -$8.73K -25 -3%
NEWAS
645
N.E.W. Advisory Services
Wisconsin
$315K +$325K +931 New
LIA
646
LBMC Investment Advisors
Tennessee
$314K +$15.1M +43,371 +4,679%
IWM
647
IHT Wealth Management
Illinois
$310K -$291K -832 -48%
PAM
648
Private Asset Management
California
$308K – – –
WP
649
WealthShield Partners
North Carolina
$308K +$318K +911 New
PSF
650
Pacific Sun Financial
California
$307K +$317K +908 New
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