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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
701
MassMutual Private Wealth & Trust
Connecticut
$34K +$33.3K +121 New
1IA
702
1834 Investment Advisors
Wisconsin
$33K – – –
APC
703
Aspire Private Capital
North Carolina
$33K – – –
OPS
704
Orion Portfolio Solutions
Nebraska
$33K +$32K +116 New
CFB
705
Cullen/Frost Bankers
Texas
$29K -$18.7K -68 -40%
AIM
706
Arcadia Investment Management
Michigan
$29K – – –
CAC
707
Certified Advisory Corp
Florida
$29K – – –
MSFP
708
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
EI
709
Ellevest Inc
New York
$25K – – –
GWMIA
710
Global Wealth Management Investment Advisory
Florida
$25K – – –
TA
711
TFG Advisers
Michigan
$25K +$24.8K +90 New
LWANC
712
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K +$276 +1 +1%
EWM
713
Edge Wealth Management
New York
$23K +$22K +80 New
VFA
714
Valeo Financial Advisors
Indiana
$22K -$84.6K -307 -80%
HCM
715
Horrell Capital Management
Arkansas
$22K – – –
ACM
716
Allred Capital Management
Texas
$21.4K +$20.7K +75 New
CFD
717
Creative Financial Designs
Indiana
$21K -$7.44K -27 -27%
WLPWM
718
Walled Lake Planning & Wealth Management
Illinois
$20K +$19.3K +70 New
MAM
719
Meeder Asset Management
Ohio
$17K -$11.6K -42 -42%
TFGT
720
TS Financial Group (TSFG)
Illinois
$17K -$827 -3 -5%
KTC
721
Kistler-Tiffany Companies
Pennsylvania
$17K – – –
MA
722
MCF Advisors
Kentucky
$17K – – –
SBL
723
Sargent Bickham Lagudis
Colorado
$17K +$16.8K +61 New
AIP
724
Ameritas Investment Partners
Nebraska
$16K +$276 +1 +2%
VCM
725
Versant Capital Management
Arizona
$15K – – –
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