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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
701
Bayesian Capital Management
New York
$449K +$417K +1,192 New
KWM
702
Kaydan Wealth Management
Michigan
$446K – – –
TH
703
TCTC Holdings
Texas
$445K – – –
OIA
704
OneDigital Investment Advisors
Kansas
$444K +$43K +123 +12%
AT
705
American Trust
Kentucky
$441K +$9.09K +26 +2%
NEWAS
706
N.E.W. Advisory Services
Wisconsin
$441K +$699 +2 +0.2%
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$440K – – –
OW
708
Olistico Wealth
Oklahoma
$439K +$1.05K +3 +0.3%
PL
709
Plancorp LLC
Missouri
$438K +$1.75K +5 +0.4%
PCFFS
710
Pacific Center for Financial Services
California
$438K +$349 +1 +0.1%
KCPG
711
Kavar Capital Partners Group
Kansas
$433K +$402K +1,150 New
KHLMTHM
712
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$432K – – –
GT
713
Greenleaf Trust
Michigan
$430K +$34.2K +98 +9%
SI
714
Saxon Interests
Texas
$428K +$106K +302 +36%
HTIM
715
Harbour Trust & Investment Management
Indiana
$428K +$397K +1,135 New
AIM
716
Athena Investment Management
California
$427K – – –
SC
717
Soundwatch Capital
Connecticut
$424K – – –
GCM
718
Gables Capital Management
Florida
$424K +$3.49K +10 +0.9%
CWM
719
Collaborative Wealth Management
Florida
$424K -$45.1K -129 -10%
EWM
720
Executive Wealth Management
Michigan
$424K -$12.9K -37 -3%
SEP
721
Southland Equity Partners
Missouri
$422K +$149K +426 +61%
PSIWM
722
Paradigm Strategies in Wealth Management
Minnesota
$418K – – –
MSAM
723
Moloney Securities Asset Management
Missouri
$416K +$29.7K +85 +8%
CA
724
Cullinan Associates
Kentucky
$415K – – –
WCM
725
Windham Capital Management
Massachusetts
$414K +$2.1K +6 +0.5%
27 28
29
30 31