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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
676
Waldron Private Wealth
Pennsylvania
$221K -$10.5K -36 -5%
DL
677
DOHJ LLC
Washington
$221K – – –
AL
678
Aspiriant LLC
California
$220K – – –
EWM
679
EPG Wealth Management
Georgia
$220K +$210K +720 New
RMDI
680
R.M. Davis Inc
Maine
$218K +$207K +712 New
HNW
681
High Note Wealth
Minnesota
$218K +$208K +715 New
BA
682
Bluesphere Advisors
Pennsylvania
$217K +$207K +710 New
FNBSF
683
First National Bank Sioux Falls
South Dakota
$216K +$205K +705 New
CFA
684
Capstone Financial Advisors
Illinois
$215K +$204K +702 New
CHC
685
City Holding Co
West Virginia
$214K – – –
QC
686
QCM Cayman
Texas
$214K +$204K +700 New
TWP
687
Tempus Wealth Planning
California
$212K -$209K -718 -51%
ONB
688
Old National Bancorp
Indiana
$211K +$201K +691 New
PAM
689
Private Asset Management
California
$211K +$201K +691 New
CWP
690
CFM Wealth Partners
Texas
$210K +$200K +687 New
IWP
691
Innova Wealth Partners
Pennsylvania
$210K +$200K +688 New
HIC
692
Holderness Investments Company
North Carolina
$208K +$198K +680 New
SFA
693
Stewardship Financial Advisors
Georgia
$208K +$198K +680 New
SC
694
Schulhoff & Co
Ohio
$207K +$198K +680 New
CCM
695
Carlson Capital Management
Minnesota
$206K +$193K +663 New
AP
696
Appleton Partners
Massachusetts
$205K +$195K +670 New
BO
697
BRR OpCo
Ohio
$205K +$195K +671 New
CNBTD
698
Citizens National Bank Trust Department
Mississippi
$204K +$194K +667 New
OPS
699
Orion Portfolio Solutions
Nebraska
$202K +$192K +659 New
LWM
700
Liberty Wealth Management
California
$197K -$10.2K -35 -5%
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