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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
EW
651
Element Wealth
Mississippi
$371K -$4.16K -12 -1%
SS
652
Simplicity Solutions
Minnesota
$370K -$390K -1,125 -51%
APW
653
Atlantic Private Wealth
North Carolina
$370K -$10.8K -31 -3%
HNWAG
654
High Net Worth Advisory Group
Florida
$369K +$12.5K +36 +4%
TCPWM
655
Traverso Chambers Private Wealth Management
California
$367K +$1.04K +3 +0.3%
CAI
656
Capital Advisors Inc
Oklahoma
$366K +$366K +1,056 New
KA
657
Kozak & Associates
Colorado
$365K
ACI
658
Alpha Cubed Investments
California
$364K -$10.4K -30 -3%
Fayez Sarofim & Co
659
Fayez Sarofim & Co
Texas
$364K
JWM
660
JFG Wealth Management
Colorado
$364K +$364K +1,050 New
AA
661
Alesco Advisors
New York
$362K
RWP
662
Ridgecrest Wealth Partners
California
$361K
WF
663
Welch & Forbes
Massachusetts
$361K
SP
664
Successful Portfolios
Florida
$360K
WP
665
WealthShield Partners
North Carolina
$359K -$86.7K -250 -20%
LGA
666
Lebenthal Global Advisors
New York
$358K -$17.3K -50 -5%
NCM
667
Novare Capital Management
North Carolina
$357K +$357K +1,028 New
AWM
668
Alterna Wealth Management
Texas
$356K
CAM
669
Carret Asset Management
New York
$355K
LWM
670
Lionsbridge Wealth Management
Florida
$354K -$18.7K -54 -5%
HFA
671
High Falls Advisors
New York
$354K
FMWA
672
Forvis Mazars Wealth Advisors
Missouri
$354K +$354K +1,020 New
SW
673
SkyOak Wealth
Michigan
$353K
HWA
674
HCR Wealth Advisors
California
$352K -$9.02K -26 -2%
SCG
675
Sonata Capital Group
Washington
$351K +$347 +1 +0.1%