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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
701
Eudaimonia Partners
Tennessee
$271K -$1.15M -3,519 -80%
PWA
702
PCG Wealth Advisors
Kansas
$268K +$327 +1 +0.1%
SWPG
703
Strategic Wealth Partners Group
Illinois
$266K +$327 +1 +0.1%
FCMT
704
Founders Capital Management (Texas)
Texas
$265K -$25.8K -79 -8%
DPI
705
Diversified Portfolios Inc
Michigan
$264K – – –
JSL
706
JT Stratford LLC
Georgia
$262K -$133K -407 -32%
BPWM
707
Badgley Phelps Wealth Managers
Washington
$262K – – –
JWBC
708
John W. Brooker & Co
California
$262K – – –
SFG
709
Sovereign Financial Group
Connecticut
$260K +$10.5K +32 +4%
OR
710
Olympiad Research
Connecticut
$258K -$656K -2,007 -71%
FNBOO
711
First National Bank of Omaha
Nebraska
$257K – – –
NCM
712
Neumann Capital Management
California
$256K – – –
PCMU
713
Paragon Capital Management (Utah)
Utah
$255K -$8.18K -25 -3%
RRA
714
Round Rock Advisors
Connecticut
$255K – – –
RCA
715
Ranch Capital Advisors
Florida
$254K – – –
CWMU
716
Caliber Wealth Management (Utah)
Utah
$254K +$270K +825 New
FUBT
717
First United Bank & Trust
Maryland
$253K -$6.54K -20 -2%
VNA
718
Valley National Advisers
Pennsylvania
$253K – – –
HWA
719
HCR Wealth Advisors
California
$252K -$65.1K -199 -20%
BFC
720
Blue Fin Capital
Rhode Island
$252K – – –
PP
721
Patten & Patten
Tennessee
$251K -$58.9K -180 -18%
CHJWM
722
Carlton Hofferkamp & Jenks Wealth Management
Texas
$251K +$65.4K +200 +33%
PAM
723
Private Asset Management
California
$250K -$15K -46 -5%
FPAS
724
Focus Partners Advisor Solutions
Missouri
$250K +$266K +812 New
WF
725
Warner Financial
Maryland
$249K +$654 +2 +0.2%
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