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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
676
Plancorp LLC
Missouri
$379K +$1.3K +4 +0.4%
LSIA
677
LaSalle St. Investment Advisors
Illinois
$376K +$369K +1,136 New
CMI
678
Clare Market Investments
Texas
$376K +$64.7K +199 +21%
AIM
679
Athena Investment Management
California
$375K – – –
SC
680
Soundwatch Capital
Connecticut
$373K – – –
CSIC
681
Clifford Swan Investment Counsel
California
$373K – – –
SBH
682
Segall Bryant & Hamill
Illinois
$372K -$16.3K -50 -4%
TCPWM
683
Traverso Chambers Private Wealth Management
California
$367K +$13.3K +41 +4%
DCM
684
Donaldson Capital Management
Indiana
$366K – – –
PCA
685
Personal Capital Advisors
California
$366K -$178K -548 -33%
AC
686
Apella Capital
Connecticut
$365K +$16.6K +51 +5%
AC
687
Abbrea Capital
California
$362K – – –
CWM
688
Chemistry Wealth Management
New York
$362K +$355K +1,093 New
SW
689
SVB Wealth
Massachusetts
$362K +$5.53K +17 +2%
CFG
690
Cooper Financial Group
California
$359K +$353K +1,085 New
ECM
691
Evergreen Capital Management
Washington
$359K – – –
IIA
692
IPG Investment Advisors
California
$358K -$176K -540 -33%
WA
693
Waddell & Associates
Tennessee
$358K +$325 +1 +0.1%
SS
694
Simplicity Solutions
Minnesota
$357K -$242K -745 -41%
SEIA
695
Signature Estate & Investment Advisors
California
$356K +$349K +1,073 New
XS
696
XR Securities
Illinois
$355K +$348K +1,070 New
APW
697
Aurora Private Wealth
New Jersey
$354K -$61.1K -188 -15%
CA
698
Crewe Advisors
Utah
$352K +$89.4K +275 +35%
EW
699
Element Wealth
Mississippi
$350K – – –
SSWM
700
Strait & Sound Wealth Management
California
$348K +$334K +1,027 New
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