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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
676
Pacific Sun Financial
California
$291K -$3.92K -12 -1%
CIAS
677
CBIZ Investment Advisory Services
Ohio
$291K – – –
AWM
678
AllSquare Wealth Management
New York
$288K – – –
CA
679
Cornerstone Advisory
Maryland
$287K -$304K -930 -50%
OIA
680
OneDigital Investment Advisors
Kansas
$287K -$268K -819 -47%
LIA
681
LBMC Investment Advisors
Tennessee
$287K +$654 +2 +0.2%
NFP
682
Narus Financial Partners
Utah
$286K -$18K -55 -6%
WAG
683
Winthrop Advisory Group
Massachusetts
$286K +$1.31K +4 +0.4%
CT
684
Cambridge Trust
Massachusetts
$285K – – –
HGERS
685
Householder Group Estate & Retirement Specialist
Arizona
$285K – – –
WAL
686
W Advisors LLC
Tennessee
$285K – – –
IFAM
687
Institutional & Family Asset Management
Colorado
$283K +$654 +2 +0.2%
ST
688
Smithfield Trust
Pennsylvania
$283K +$37.9K +116 +14%
WSTAM
689
Wilbanks Smith & Thomas Asset Management
Virginia
$280K – – –
PVH
690
Psagot Value Holdings
Israel
$278K +$126K +386 +75%
KTA
691
Keeley-Teton Advisors
Illinois
$277K – – –
UL
692
Unionview LLC
Washington
$277K – – –
RPCONE
693
Retirement Planning Company of New England
Rhode Island
$277K +$8.5K +26 +3%
SW
694
SVB Wealth
Massachusetts
$276K – – –
MM
695
Meridian Management
Arkansas
$274K -$1.34M -4,096 -82%
F
696
F3Logic
Minnesota
$274K -$1.31K -4 -0.4%
FAM
697
Flaharty Asset Management
Florida
$273K -$6.54K -20 -2%
MFG
698
MidWestOne Financial Group
Iowa
$273K – – –
DSN
699
D. Scott Neal
Kentucky
$272K -$20.6K -63 -7%
BA
700
Bluesphere Advisors
Pennsylvania
$272K – – –
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