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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
676
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$673K – – –
SWA
677
Sax Wealth Advisors
New Jersey
$671K -$90.9K -210 -12%
PSCM
678
Per Stirling Capital Management
Texas
$668K – – –
DLCIG
679
D.L. Carlson Investment Group
New Hampshire
$667K -$16.9K -39 -2%
QP
680
Quartz Partners
New York
$664K +$100K +232 +17%
UCFA
681
United Capital Financial Advisors
Texas
$662K -$222K -514 -25%
SWM
682
Sugarloaf Wealth Management
Georgia
$662K -$604K -1,396 -47%
RYIA
683
Roehl & Yi Investment Advisors
Oregon
$657K +$669K +1,545 New
DBIA
684
Dumont & Blake Investment Advisors
New Jersey
$657K -$4.33K -10 -0.6%
CIC
685
Carnegie Investment Counsel
Ohio
$656K -$1.3K -3 -0.2%
SW
686
SkyOak Wealth
Michigan
$654K +$866 +2 +0.1%
ERIC
687
Eagle Rock Investment Company
Georgia
$649K – – –
FDDB
688
Fidelity D&D Bancorp
Pennsylvania
$647K – – –
TFP
689
Traction Financial Partners
Wyoming
$647K +$1.73K +4 +0.3%
WP
690
WMS Partners
Maryland
$645K – – –
FFC
691
First Financial Corp
Indiana
$643K – – –
HCM
692
Howard Capital Management
Georgia
$643K +$38.5K +89 +6%
APW
693
Aventura Private Wealth
Florida
$642K +$653K +1,508 New
BP
694
Ballentine Partners
Massachusetts
$639K – – –
FWCM
695
Ferguson Wellman Capital Management
Oregon
$639K +$358K +827 +123%
PWA
696
Primoris Wealth Advisors
Florida
$638K – – –
DWM
697
Destination Wealth Management
California
$637K +$433 +1 +0.1%
JFG
698
JDM Financial Group
Texas
$634K – – –
SDWMA
699
Schneider Downs Wealth Management Advisors
Pennsylvania
$622K – – –
TCOV
700
Trust Company of Vermont
Vermont
$620K -$47.6K -110 -7%
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