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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
676
Financial Counselors Inc
Kansas
$488K +$17.9K +46 +4%
TI
677
Tidal Investments
Wisconsin
$487K -$471K -1,213 -49%
CPA
678
Court Place Advisors
Maryland
$487K -$58.2K -150 -11%
BW
679
BIP Wealth
Georgia
$486K -$10.5K -27 -2%
BC
680
Burney Company
Virginia
$485K -$68.3K -176 -12%
LSA
681
Lion Street Advisors
Texas
$484K +$481K +1,239 New
HR
682
Howe & Rusling
New York
$480K -$220K -566 -32%
T
683
TNF
Montana
$479K +$776 +2 +0.2%
BFIC
684
Bedell Frazier Investment Counselling
California
$478K -$28.7K -74 -6%
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$473K – – –
AWM
686
Axxcess Wealth Management
California
$470K -$1.55K -4 -0.3%
PCMF
687
Private Capital Management (Florida)
Florida
$469K – – –
LC
688
Lindbrook Capital
California
$469K – – –
FAG
689
Fortitude Advisory Group
Washington
$468K -$1.55K -4 -0.3%
KWM
690
Kaydan Wealth Management
Michigan
$463K – – –
TH
691
TCTC Holdings
Texas
$462K – – –
SPWM
692
Schrum Private Wealth Management
Florida
$461K +$776 +2 +0.2%
GIM
693
Grassi Investment Management
California
$460K -$40.4K -104 -8%
AFS
694
Annapolis Financial Services
Maryland
$459K -$19.8K -51 -4%
NEWAS
695
N.E.W. Advisory Services
Wisconsin
$459K – – –
PL
696
Plancorp LLC
Missouri
$458K +$1.55K +4 +0.3%
MWM
697
Modern Wealth Management
Kansas
$456K -$60M -154,593 -99%
EWM
698
Executive Wealth Management
Michigan
$456K -$3.49K -9 -0.8%
CPC
699
Consolidated Planning Corp
Georgia
$455K -$33.4K -86 -7%
PWMG
700
Pinnacle Wealth Management Group
Michigan
$454K +$14.4K +37 +3%
26 27
28
29 30