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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
701
Tradition Wealth Management
Minnesota
$261K +$341 +1 +0.1%
PAM
702
Palisade Asset Management
Minnesota
$259K – – –
LFF
703
Level Four Financial
Texas
$259K +$256K +750 New
EWA
704
EP Wealth Advisors
California
$257K +$34.1K +100 +15%
FA
705
Fermata Advisors
California
$256K +$253K +741 New
SFG
706
Sovereign Financial Group
Connecticut
$255K – – –
MPW
707
Monterey Private Wealth
California
$254K – – –
RWP
708
RWA Wealth Partners
Massachusetts
$254K +$341 +1 +0.1%
WSFS
709
Wilmington Savings Fund Society
Delaware
$253K -$37.9K -111 -13%
HIIFS
710
Harel Insurance Investments & Financial Services
Israel
$253K – – –
TA
711
Trellis Advisors
Washington
$253K – – –
TW
712
TrinityPoint Wealth
Connecticut
$253K – – –
FFA
713
Freedman Financial Associates
Massachusetts
$251K – – –
CT
714
Cambridge Trust
Massachusetts
$249K – – –
WPW
715
Waldron Private Wealth
Pennsylvania
$249K – – –
HNW
716
High Note Wealth
Minnesota
$246K – – –
RMDI
717
R.M. Davis Inc
Maine
$246K – – –
SC
718
Schulhoff & Co
Ohio
$246K +$11.9K +35 +5%
DL
719
DOHJ LLC
Washington
$245K – – –
FNBSF
720
First National Bank Sioux Falls
South Dakota
$243K – – –
CFA
721
Capstone Financial Advisors
Illinois
$242K – – –
CHC
722
City Holding Co
West Virginia
$241K – – –
XF
723
XML Financial
Maryland
$240K +$341 +1 +0.1%
ONB
724
Old National Bancorp
Indiana
$238K – – –
MWM
725
Modera Wealth Management
New Jersey
$238K +$26.3K +77 +13%
27 28
29
30 31