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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SC
626
Soundwatch Capital
Connecticut
$889K
RIA
627
Regal Investment Advisors
Michigan
$887K +$4.73K +10 +0.5%
AAMA
628
Advanced Asset Management Advisors
Ohio
$883K
SMA
629
Seven Mile Advisory
New Jersey
$881K +$294K +621 +51%
Vontobel Holding
630
Vontobel Holding
Switzerland
$878K +$46.4K +98 +6%
GFPC
631
Global Financial Private Client
Florida
$875K
KF
632
Krilogy Financial
Missouri
$868K -$23.7K -50 -3%
AMG
633
Advisors Management Group
Wisconsin
$862K -$17K -36 -2%
PBK
634
Peoples Bank (Kansas)
Kansas
$858K -$1.42K -3 -0.2%
FNB
635
Farmers National Bank
Kentucky
$850K
JIC
636
Joel Isaacson & Co
New York
$849K +$1.89K +4 +0.2%
MFA
637
Mayflower Financial Advisors
Massachusetts
$847K -$404K -853 -33%
FHB
638
First Hawaiian Bank
Hawaii
$847K
Franklin Resources
639
Franklin Resources
California
$841K
EWA
640
Eagle Wealth Advisors
Connecticut
$839K +$824K +1,742 New
SIS
641
Sound Income Strategies
Florida
$834K +$36.9K +78 +5%
AA
642
Alesco Advisors
New York
$826K
EWM
643
Evercore Wealth Management
New York
$823K
NEAM
644
New England Asset Management
Connecticut
$822K -$1.28M -2,700 -61%
OFS
645
Orrstown Financial Services
Pennsylvania
$821K -$30.7K -65 -4%
O3W
646
Omni 360 Wealth
New Jersey
$819K
OIA
647
OneDigital Investment Advisors
Kansas
$816K +$71.4K +151 +10%
FCMT
648
Founders Capital Management (Texas)
Texas
$816K +$28.9K +61 +4%
FA
649
Fagan Associates
New York
$809K -$11.8K -25 -1%
FFO
650
Fortitude Family Office
Arizona
$809K -$30.3K -64 -4%