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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
701
LJI Wealth Management
Indiana
$529K
CPA
702
Court Place Advisors
Maryland
$526K
HR
703
Howe & Rusling
New York
$526K +$6.91K +17 +1%
PG
704
Prostatis Group
Maryland
$524K -$15.6M -38,297 -97%
BW
705
BIP Wealth
Georgia
$516K -$9.34K -23 -2%
Koshinski Asset Management
706
Koshinski Asset Management
Illinois
$515K -$84.5K -208 -15%
BC
707
Burney Company
Virginia
$515K -$9.75K -24 -2%
OFG
708
Oxford Financial Group
Indiana
$510K -$43.9K -108 -8%
TGAM
709
TBH Global Asset Management
Tennessee
$510K -$19.9K -49 -4%
T
710
TNF
Montana
$509K +$406 +1 +0.1%
PCMF
711
Private Capital Management (Florida)
Florida
$508K
LC
712
Lindbrook Capital
California
$507K
FAG
713
Fortitude Advisory Group
Washington
$506K
KWM
714
Kaydan Wealth Management
Michigan
$501K
TH
715
TCTC Holdings
Texas
$499K
GIM
716
Grassi Investment Management
California
$498K +$406 +1 +0.1%
PL
717
Plancorp LLC
Missouri
$496K +$1.22K +3 +0.3%
AFS
718
Annapolis Financial Services
Maryland
$496K
KWS
719
Keystone Wealth Services
California
$496K +$63.4K +156 +15%
EWM
720
Executive Wealth Management
Michigan
$496K +$2.84K +7 +0.6%
CNTOF
721
Canandaigua National Trust of Florida
New York
$493K +$473K +1,164 New
LWCFA
722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$489K
KHLMTHM
723
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$487K
GT
724
Greenleaf Trust
Michigan
$482K
OW
725
Olistico Wealth
Oklahoma
$482K -$406 -1 -0.1%