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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
701
Fort Pitt Capital Group
Pennsylvania
$333K
HCM
702
Hutchinson Capital Management
California
$333K
IIM
703
Ipswich Investment Management
Massachusetts
$333K
MSAM
704
Moloney Securities Asset Management
Missouri
$330K +$329K +991 New
AWM
705
Aprio Wealth Management
Georgia
$327K
WAG
706
Winthrop Advisory Group
Massachusetts
$326K +$9.97K +30 +3%
Financial Engines Advisors
707
Financial Engines Advisors
California
$325K +$9.64K +29 +3%
TCPWM
708
Traverso Chambers Private Wealth Management
California
$324K -$44.2K -133 -12%
AIS
709
AM Investment Strategies
Tennessee
$319K +$52.5K +158 +20%
WSTAM
710
Wilbanks Smith & Thomas Asset Management
Virginia
$318K -$2.66K -8 -0.8%
SC
711
Sierra Capital
Florida
$318K
PCM
712
Parsons Capital Management
Rhode Island
$315K
CIAS
713
CBIZ Investment Advisory Services
Ohio
$314K +$313K +942 New
AWM
714
AllSquare Wealth Management
New York
$311K
LIA
715
LBMC Investment Advisors
Tennessee
$311K
SWPG
716
Strategic Wealth Partners Group
Illinois
$310K +$30.2K +91 +11%
CA
717
Cornerstone Advisory
Maryland
$310K
D
718
Diversified
Delaware
$309K -$22.3K -67 -7%
CHJWM
719
Carlton Hofferkamp & Jenks Wealth Management
Texas
$309K
CT
720
Cambridge Trust
Massachusetts
$308K
BCV
721
Banque Cantonale Vaudoise
Switzerland
$308K -$142K -426 -31%
WAL
722
W Advisors LLC
Tennessee
$308K
BTI
723
Blue Trust Inc
Georgia
$306K
AFAS
724
Acorn Financial Advisory Services
Virginia
$302K +$302K +909 New
UL
725
Unionview LLC
Washington
$302K +$1.33K +4 +0.4%