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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
676
Windham Capital Management
Massachusetts
$287K – – –
PCM
677
Pinz Capital Management
New York
$287K +$318K +1,000 New
BTI
678
Blue Trust Inc
Georgia
$285K -$8.27K -26 -3%
PPG
679
Peak Planning Group
Colorado
$282K +$312K +983 New
AWM
680
Aprio Wealth Management
Georgia
$282K +$312K +982 New
ST
681
Smithfield Trust
Pennsylvania
$280K +$17.2K +54 +6%
VA
682
Valmark Advisers
Ohio
$280K +$94.1K +296 +44%
PCM
683
Parsons Capital Management
Rhode Island
$279K – – –
PWLP
684
Prio Wealth Limited Partnership
Massachusetts
$279K – – –
GCP
685
GSA Capital Partners
United Kingdom
$278K +$307K +967 New
AP
686
Appleton Partners
Massachusetts
$277K -$12.7K -40 -4%
SC
687
Sierra Capital
Florida
$274K – – –
ZIC
688
ZWJ Investment Counsel
Georgia
$273K +$318 +1 +0.1%
PSF
689
Pacific Sun Financial
California
$272K – – –
CIAS
690
CBIZ Investment Advisory Services
Ohio
$271K – – –
AWM
691
AllSquare Wealth Management
New York
$269K – – –
LIA
692
LBMC Investment Advisors
Tennessee
$269K +$318 +1 +0.1%
CMI
693
Clare Market Investments
Texas
$269K -$102K -322 -26%
OIA
694
OneDigital Investment Advisors
Kansas
$268K – – –
WAG
695
Winthrop Advisory Group
Massachusetts
$268K +$1.27K +4 +0.4%
CA
696
Cornerstone Advisory
Maryland
$267K – – –
CT
697
Cambridge Trust
Massachusetts
$266K – – –
HGERS
698
Householder Group Estate & Retirement Specialist
Arizona
$266K – – –
WAL
699
W Advisors LLC
Tennessee
$266K – – –
HPWA
700
Hall Private Wealth Advisors
North Carolina
$266K +$294K +926 New
26 27
28
29 30