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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
676
Per Stirling Capital Management
Texas
$698K +$49.4K +102 +7%
JFG
677
JDM Financial Group
Texas
$697K – – –
BP
678
Ballentine Partners
Massachusetts
$696K – – –
MSR
679
Main Street Research
Connecticut
$696K +$418K +862 +135%
SCA
680
Sage Capital Advisors
South Dakota
$695K +$2.91K +6 +0.4%
GWM
681
Geneos Wealth Management
Colorado
$695K +$45.5K +94 +7%
HWA
682
HCR Wealth Advisors
California
$695K -$37.8K -78 -5%
RYIA
683
Roehl & Yi Investment Advisors
Oregon
$695K -$21.8K -45 -3%
SIC
684
Sterling Investment Counsel
New York
$694K -$41.2K -85 -5%
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$694K – – –
MA
686
Mutual Advisors
Nebraska
$691K +$18.9K +39 +3%
CL
687
CIM LLC
New York
$691K +$11.6K +24 +2%
ALA
688
Atlas Legacy Advisors
California
$688K +$360K +743 +100%
CA
689
Claro Advisors
Massachusetts
$687K +$969 +2 +0.1%
CA
690
Calton & Associates
Florida
$687K -$35.4K -73 -5%
ATC
691
Argent Trust Co
Tennessee
$686K -$31.5K -65 -4%
CAP
692
Cordoba Advisory Partners
New York
$684K -$1.38M -2,840 -66%
CAM
693
Clark Asset Management
New Hampshire
$683K – – –
BAM
694
BTS Asset Management
Massachusetts
$678K -$423K -873 -37%
IAS
695
Integrity Advisory Solutions
Texas
$674K +$115K +237 +19%
DBIA
696
Dumont & Blake Investment Advisors
New Jersey
$671K -$22.8K -47 -3%
LNWTC
697
Laird Norton Wetherby Trust Company
Washington
$671K -$1.45K -3 -0.2%
KCFA
698
Key Client Fiduciary Advisors
New Jersey
$666K – – –
FDDB
699
Fidelity D&D Bancorp
Pennsylvania
$664K +$1.45K +3 +0.2%
MFIM
700
Mesirow Financial Investment Management
Illinois
$664K -$39.7K -82 -5%
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