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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
626
BIP Wealth
Georgia
$438K +$34.7K +100 +8%
CHJWM
627
Carlton Hofferkamp & Jenks Wealth Management
Texas
$436K +$139K +400 +43%
CCM
628
Coldstream Capital Management
Washington
$435K +$111K +320 +33%
HPM
629
Hoxton Planning & Management
West Virginia
$435K – – –
ECM
630
Evergreen Capital Management
Washington
$431K +$347 +1 +0.1%
9WM
631
9258 Wealth Management
Ohio
$431K – – –
LC
632
Lindbrook Capital
California
$431K -$501K -1,444 -53%
CA
633
Claro Advisors
Massachusetts
$429K -$173K -500 -28%
WCG
634
Weaver Consulting Group
California
$429K -$69.4K -200 -14%
GIM
635
Grassi Investment Management
California
$428K +$347 +1 +0.1%
D
636
Diversified
Delaware
$428K +$122K +352 +38%
BWM
637
BNC Wealth Management
Oregon
$428K +$3.47K +10 +0.8%
EWA
638
EverSource Wealth Advisors
Alabama
$426K +$347 +1 +0.1%
FAG
639
Fortitude Advisory Group
Washington
$425K -$6.59K -19 -1%
HIP
640
HUB Investment Partners
Texas
$422K +$347 +1 +0.1%
CWM
641
Collaborative Wealth Management
Florida
$420K -$39.2K -113 -8%
AL
642
ACAS LLC
California
$420K – – –
CGF
643
Constant Guidance Financial
Massachusetts
$418K +$435K +1,253 New
FCI
644
Financial Counselors Inc
Kansas
$410K -$63.8K -184 -13%
AFS
645
Annapolis Financial Services
Maryland
$410K – – –
PCMF
646
Private Capital Management (Florida)
Florida
$402K -$104K -300 -20%
FF
647
Financial Futures
New Jersey
$402K +$416K +1,199 New
SAG
648
SageView Advisory Group
California
$399K -$11.8K -34 -3%
T
649
TNF
Montana
$398K +$1.04K +3 +0.3%
KWM
650
Kaydan Wealth Management
Michigan
$397K – – –
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