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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
651
Focused Wealth Management
New York
$306K -$22.5K -66 -7%
MFG
652
MidWestOne Financial Group
Iowa
$306K +$302K +886 New
OIA
653
OneDigital Investment Advisors
Kansas
$306K +$303K +887 New
BA
654
Bluesphere Advisors
Pennsylvania
$305K – – –
CG
655
Colony Group
Massachusetts
$305K +$22.9K +67 +8%
IC
656
Inverness Counsel
New York
$300K – – –
JWBC
657
John W. Brooker & Co
California
$299K -$14.3K -42 -5%
IWP
658
Innova Wealth Partners
Pennsylvania
$298K +$3.41K +10 +1%
DPI
659
Diversified Portfolios Inc
Michigan
$296K – – –
RDWM
660
Red Door Wealth Management
Tennessee
$296K – – –
BIM
661
Bridgecreek Investment Management
Oklahoma
$295K +$11.9K +35 +4%
GKWIM
662
Gerber Kawasaki Wealth & Investment Management
California
$294K +$43.7K +128 +18%
TK
663
TIAA Kaspick
Massachusetts
$293K +$290K +850 New
FMN
664
Financial Management Network
California
$290K – – –
SW
665
SVB Wealth
Massachusetts
$290K +$4.78K +14 +2%
MSR
666
Main Street Research
Connecticut
$290K +$31.1K +91 +12%
NCM
667
Neumann Capital Management
California
$287K -$34.1K -100 -11%
BFC
668
Blue Fin Capital
Rhode Island
$286K – – –
ACI
669
Alpha Cubed Investments
California
$285K -$7.85K -23 -3%
KPCM
670
Kings Point Capital Management
New York
$284K -$20.5K -60 -7%
RFN
671
RDA Financial Network
Iowa
$283K -$275K -805 -49%
HWA
672
Heritage Wealth Advisors
Virginia
$283K +$148K +433 +112%
PIMG
673
Patriot Investment Management Group
Tennessee
$281K – – –
HCM
674
Hall Capital Management
Rhode Island
$280K +$277K +812 New
NA
675
NewEdge Advisors
Louisiana
$279K -$4.44K -13 -2%
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