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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
626
Cypress Wealth Services
California
$588K – – –
GWM
627
Geneos Wealth Management
Colorado
$584K +$14.3K +41 +3%
ML
628
McAdam LLC
Pennsylvania
$580K +$24.1K +69 +5%
FFC
629
First Financial Corp
Indiana
$577K +$3.84K +11 +0.7%
ERIC
630
Eagle Rock Investment Company
Georgia
$575K – – –
OC
631
Opinicus Capital
Florida
$574K +$533K +1,524 New
GWSG
632
GPS Wealth Strategies Group
Colorado
$574K -$331K -946 -38%
FDDB
633
Fidelity D&D Bancorp
Pennsylvania
$573K – – –
NA
634
Nottingham Advisors
New York
$572K – – –
OFG
635
Oxford Financial Group
Indiana
$572K – – –
CPIG
636
Chicago Partners Investment Group
Illinois
$572K +$3.49K +10 +0.7%
ZIM
637
Zacks Investment Management
Illinois
$570K – – –
HGERS
638
Householder Group Estate & Retirement Specialist
Arizona
$568K +$151K +431 +40%
AWMNH
639
Arcadia Wealth Management (New Hampshire)
New Hampshire
$568K +$2.8K +8 +0.5%
CCC
640
Chelsea Counsel Company
California
$567K -$524K -1,500 -50%
BP
641
Ballentine Partners
Massachusetts
$566K – – –
AFO
642
Allie Family Office
Florida
$563K -$199K -570 -28%
CPC
643
Consolidated Planning Corp
Georgia
$562K -$17.1K -49 -3%
SDWMA
644
Schneider Downs Wealth Management Advisors
Pennsylvania
$551K – – –
MMHP
645
Murphy Middleton Hinkle & Parker
Georgia
$545K – – –
SXL
646
Summit X LLC
Missouri
$543K +$6.99K +20 +1%
W
647
WPWealth
Texas
$541K – – –
BA
648
Bluesphere Advisors
Pennsylvania
$535K +$187K +535 +60%
DLHL
649
Donald L. Hagan LLC
Florida
$530K – – –
FGG
650
Financial Guidance Group
Florida
$530K -$22.7K -65 -4%
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