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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
676
Strait & Sound Wealth Management
California
$554K -$613K -1,509 -54%
CGF
677
Constant Guidance Financial
Massachusetts
$553K -$3.69M -9,072 -87%
TIM
678
Total Investment Management
Arizona
$552K -$219K -538 -29%
EWM
679
Empirical Wealth Management
Washington
$552K -$1.63K -4 -0.3%
RFN
680
Redwood Financial Network
Ohio
$551K -$34.9K -86 -6%
EW
681
Enzi Wealth
Texas
$551K -$98.3K -242 -16%
CTA
682
Chesley Taft & Associates
Illinois
$550K -$34.9K -86 -6%
HPM
683
Hoxton Planning & Management
West Virginia
$550K – – –
NRI
684
NFP Retirement Inc
California
$548K – – –
LIA
685
LBMC Investment Advisors
Tennessee
$547K +$146K +359 +38%
BA
686
Bluesphere Advisors
Pennsylvania
$546K – – –
9WM
687
9258 Wealth Management
Ohio
$545K – – –
D
688
Diversified
Delaware
$545K +$813 +2 +0.2%
DE
689
Diversified Enterprises
Delaware
$545K +$523K +1,287 New
EWA
690
EverSource Wealth Advisors
Alabama
$540K – – –
RIL
691
Rothschild Investment LLC
Illinois
$540K -$508K -1,250 -49%
WP
692
Wealthspan Partners
Iowa
$540K -$6.09K -15 -1%
RDWM
693
Red Door Wealth Management
Tennessee
$539K +$122K +300 +31%
AIS
694
AM Investment Strategies
Tennessee
$538K +$126K +310 +32%
GTAM
695
Global Trust Asset Management
Florida
$537K +$6.91K +17 +1%
AL
696
ACAS LLC
California
$537K +$6.09K +15 +1%
VA
697
Valmark Advisers
Ohio
$533K +$199K +491 +64%
WCFA
698
Walkner Condon Financial Advisors
Wisconsin
$530K – – –
GCP
699
GSA Capital Partners
United Kingdom
$530K -$280K -688 -35%
LAS
700
LWM Advisory Services
Florida
$529K +$48.8K +120 +11%
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