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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
676
Laird Norton Wetherby Trust Company
Washington
$354K – – –
PWLP
677
Prio Wealth Limited Partnership
Massachusetts
$352K – – –
MW
678
Marcum Wealth
Ohio
$352K +$40.1K +113 +13%
RIS
679
Retirement Income Solutions
Michigan
$352K +$344K +968 New
SC
680
Sierra Capital
Florida
$347K – – –
PWA
681
PCG Wealth Advisors
Kansas
$347K +$341K +959 New
FUBT
682
First United Bank & Trust
Maryland
$346K -$17.8K -50 -5%
GIM
683
Greenwich Investment Management
Connecticut
$345K +$338K +950 New
TIA
684
Tiemann Investment Advisors
California
$345K +$338K +950 New
CIAS
685
CBIZ Investment Advisory Services
Ohio
$343K +$335K +942 New
FCMT
686
Founders Capital Management (Texas)
Texas
$341K -$7.82K -22 -2%
FNC
687
First National Corp
Massachusetts
$341K +$17.1K +48 +5%
LIA
688
LBMC Investment Advisors
Tennessee
$338K -$15.4M -43,368 -98%
NEWAS
689
N.E.W. Advisory Services
Wisconsin
$338K – – –
PCMU
690
Paragon Capital Management (Utah)
Utah
$337K +$329K +927 New
WAL
691
W Advisors LLC
Tennessee
$336K +$329K +925 New
WAG
692
Winthrop Advisory Group
Massachusetts
$334K -$6.12M -17,215 -95%
HGERS
693
Householder Group Estate & Retirement Specialist
Arizona
$334K +$327K +919 New
IFAM
694
Institutional & Family Asset Management
Colorado
$332K -$31.6K -89 -9%
F
695
F3Logic
Minnesota
$332K +$10.7K +30 +3%
PAM
696
Private Asset Management
California
$331K +$355 +1 +0.1%
PSF
697
Pacific Sun Financial
California
$330K – – –
GWM
698
Gray Wealth Management
Maine
$328K +$321K +904 New
KTA
699
Keeley-Teton Advisors
Illinois
$327K -$55.1K -155 -15%
UL
700
Unionview LLC
Washington
$327K +$319K +899 New
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