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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
701
Rockland Trust
Massachusetts
$729K – – –
FGG
702
Financial Guidance Group
Florida
$728K -$6.49K -13 -0.9%
CPA
703
Compass Planning Associates
Massachusetts
$726K +$137K +274 +25%
DWM
704
Denver Wealth Management
Colorado
$725K -$8.99K -18 -1%
MA
705
Mutual Advisors
Nebraska
$724K -$52.4K -105 -7%
TIA
706
Traphagen Investment Advisors
New Jersey
$724K – – –
PCH
707
PGIM Custom Harvest
New Jersey
$724K +$202K +405 +41%
MG
708
Mather Group
Illinois
$721K +$239K +479 +53%
EIA
709
Eldridge Investment Advisors
New Hampshire
$721K -$25K -50 -3%
MYIA
710
Mount Yale Investment Advisors
Colorado
$720K – – –
WTA
711
Washington Trust Advisors
Massachusetts
$719K -$127K -254 -16%
CWM
712
Compass Wealth Management
Connecticut
$719K +$687K +1,376 New
TCOV
713
Trust Company of Vermont
Vermont
$719K +$687K +1,376 New
PPG
714
Peak Planning Group
Colorado
$717K -$20K -40 -3%
PAG
715
Powers Advisory Group
Illinois
$716K – – –
IWB
716
Innovative Wealth Building
Maryland
$716K +$999 +2 +0.1%
WCG
717
Weaver Consulting Group
California
$710K – – –
AC
718
AlphaCore Capital
California
$710K +$196K +392 +41%
VDI
719
Vaughan David Investments
Illinois
$708K – – –
HWM
720
Howard Wealth Management
Connecticut
$707K -$12.5K -25 -2%
AFO
721
Allie Family Office
Florida
$707K – – –
QPW
722
Quantum Private Wealth
Florida
$706K – – –
CTA
723
Clear Trail Advisors
Texas
$706K +$675K +1,352 New
SSWM
724
Strait & Sound Wealth Management
California
$706K -$497K -995 -42%
OSNBOA
725
Old Second National Bank of Aurora
Illinois
$698K – – –
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