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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
701
Mutual Advisors
Nebraska
$325K -$122K -342 -28%
SIA
702
Soltis Investment Advisors
Utah
$324K +$317K +893 New
BA
703
Bluesphere Advisors
Pennsylvania
$322K – – –
MFG
704
MidWestOne Financial Group
Iowa
$322K – – –
RPCONE
705
Retirement Planning Company of New England
Rhode Island
$317K +$311K +874 New
FAM
706
Flaharty Asset Management
Florida
$315K -$11K -31 -3%
SWPG
707
Strategic Wealth Partners Group
Illinois
$313K +$355 +1 +0.1%
DPI
708
Diversified Portfolios Inc
Michigan
$312K – – –
BIM
709
Bridgecreek Investment Management
Oklahoma
$311K – – –
IWP
710
Innova Wealth Partners
Pennsylvania
$310K – – –
JWBC
711
John W. Brooker & Co
California
$309K -$3.55K -10 -1%
BPWM
712
Badgley Phelps Wealth Managers
Washington
$309K +$302K +850 New
SW
713
SVB Wealth
Massachusetts
$307K -$1.42K -4 -0.5%
FMN
714
Financial Management Network
California
$307K – – –
FWM
715
Focused Wealth Management
New York
$303K -$7.46K -21 -2%
FNBOO
716
First National Bank of Omaha
Nebraska
$303K – – –
NCM
717
Neumann Capital Management
California
$302K – – –
KPCM
718
Kings Point Capital Management
New York
$299K – – –
CG
719
Colony Group
Massachusetts
$298K – – –
IC
720
Inverness Counsel
New York
$298K – – –
BFC
721
Blue Fin Capital
Rhode Island
$297K -$3.55K -10 -1%
HCM
722
Hall Capital Management
Rhode Island
$295K – – –
SFG
723
Sovereign Financial Group
Connecticut
$295K +$3.55K +10 +1%
RFN
724
RDA Financial Network
Iowa
$292K -$6.04K -17 -2%
ST
725
Smithfield Trust
Pennsylvania
$292K – – –
27 28
29
30 31