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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
626
Fogel Capital Management
Florida
$747K -$12.2K -27 -2%
FF
627
Financial Futures
New Jersey
$746K -$2.25K -5 -0.3%
SIC
628
Sterling Investment Counsel
New York
$744K +$723K +1,604 New
MFIM
629
Mesirow Financial Investment Management
Illinois
$741K +$132K +292 +22%
MPIA
630
Milestones Private Investment Advisors
New York
$738K – – –
SSWM
631
Sheets Smith Wealth Management
North Carolina
$738K +$1.35K +3 +0.2%
HWA
632
HCR Wealth Advisors
California
$734K -$9.92K -22 -1%
HWM
633
Howard Wealth Management
Connecticut
$733K -$2.7K -6 -0.4%
NS
634
NBC Securities
Alabama
$729K -$23.9K -53 -3%
AGA
635
Arkos Global Advisors
Texas
$725K -$147K -326 -17%
LPAM
636
Lodestar Private Asset Management
California
$719K -$2.25K -5 -0.3%
OIA
637
OneDigital Investment Advisors
Kansas
$718K -$4.96K -11 -0.7%
RYIA
638
Roehl & Yi Investment Advisors
Oregon
$716K – – –
DBIA
639
Dumont & Blake Investment Advisors
New Jersey
$707K -$5.86K -13 -0.8%
ERIC
640
Eagle Rock Investment Company
Georgia
$707K – – –
HA
641
Huntleigh Advisors
Missouri
$703K -$210K -467 -24%
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$702K – – –
FFC
643
First Financial Corp
Indiana
$700K -$901 -2 -0.1%
APW
644
Aventura Private Wealth
Florida
$699K – – –
DWM
645
Denver Wealth Management
Colorado
$699K -$4.06K -9 -0.6%
HAS
646
HBW Advisory Services
California
$698K -$33.8K -75 -5%
JFG
647
JDM Financial Group
Texas
$698K +$34.7K +77 +5%
BP
648
Ballentine Partners
Massachusetts
$697K – – –
UFF
649
USA Financial Formulas
Michigan
$696K -$4.43M -9,825 -87%
DWM
650
Destination Wealth Management
California
$695K +$451 +1 +0.1%
24 25
26
27 28