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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HCIA
651
Hochman Cole Investment Advisors
Illinois
$306K -$14.3K -41 -4%
EWM
652
Evermay Wealth Management
Virginia
$304K – – –
FAM
653
Flaharty Asset Management
Florida
$304K – – –
FCBT
654
First Citizens Bank & Trust
North Carolina
$303K -$4.19K -12 -1%
BFIC
655
Bedell Frazier Investment Counselling
California
$302K +$312K +892 New
FNC
656
First National Corp
Massachusetts
$301K +$311K +891 New
MFG
657
MidWestOne Financial Group
Iowa
$300K – – –
F
658
F3Logic
Minnesota
$299K -$69.9K -200 -18%
BA
659
Bluesphere Advisors
Pennsylvania
$299K – – –
IC
660
Inverness Counsel
New York
$295K – – –
LWM
661
Liberty Wealth Management
California
$293K -$33.2K -95 -10%
JWBC
662
John W. Brooker & Co
California
$291K -$2.79K -8 -0.9%
DPI
663
Diversified Portfolios Inc
Michigan
$291K – – –
SWPG
664
Strategic Wealth Partners Group
Illinois
$291K +$300K +860 New
FWM
665
Focused Wealth Management
New York
$289K -$10.8K -31 -3%
IWP
666
Innova Wealth Partners
Pennsylvania
$289K -$3.49K -10 -1%
BIM
667
Bridgecreek Investment Management
Oklahoma
$289K – – –
MW
668
Marcum Wealth
Ohio
$289K +$299K +855 New
SW
669
SVB Wealth
Massachusetts
$288K +$3.84K +11 +1%
NFG
670
Norris Financial Group
South Carolina
$284K -$60.4K -173 -17%
FMN
671
Financial Management Network
California
$284K +$349 +1 +0.1%
FNBOO
672
First National Bank of Omaha
Nebraska
$282K – – –
NCM
673
Neumann Capital Management
California
$282K – – –
EWA
674
EP Wealth Advisors
California
$281K +$29.7K +85 +11%
BFC
675
Blue Fin Capital
Rhode Island
$280K – – –
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