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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
701
Harel Insurance Investments & Financial Services
Israel
$242K +$187K +594 +424%
FCBT
702
First Citizens Bank & Trust
North Carolina
$241K -$101K -319 -30%
FFA
703
Freedman Financial Associates
Massachusetts
$240K – – –
PS
704
Portfolio Solutions
Michigan
$240K +$230K +728 New
IF
705
Intrua Financial
Texas
$239K -$34.7K -110 -14%
CT
706
Cambridge Trust
Massachusetts
$239K -$4.74K -15 -2%
WPW
707
Waldron Private Wealth
Pennsylvania
$239K – – –
GKWIM
708
Gerber Kawasaki Wealth & Investment Management
California
$239K +$229K +726 New
HNW
709
High Note Wealth
Minnesota
$236K – – –
RMDI
710
R.M. Davis Inc
Maine
$235K – – –
DL
711
DOHJ LLC
Washington
$234K – – –
FNBSF
712
First National Bank Sioux Falls
South Dakota
$233K – – –
CFA
713
Capstone Financial Advisors
Illinois
$232K – – –
CHC
714
City Holding Co
West Virginia
$231K – – –
PAM
715
Private Asset Management
California
$231K +$2.21K +7 +1%
XF
716
XML Financial
Maryland
$229K +$219K +693 New
ONB
717
Old National Bancorp
Indiana
$228K – – –
CWP
718
CFM Wealth Partners
Texas
$227K – – –
HIC
719
Holderness Investments Company
North Carolina
$225K – – –
AP
720
Appleton Partners
Massachusetts
$225K +$3.16K +10 +1%
SC
721
Schulhoff & Co
Ohio
$224K – – –
BA
722
Bridgewater Advisors
New York
$224K +$211K +667 New
BO
723
BRR OpCo
Ohio
$223K +$1.58K +5 +0.7%
LWAC
724
Laurel Wealth Advisors (California)
California
$221K +$211K +667 New
H
725
HoyleCohen
California
$221K +$211K +668 New
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