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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
701
Salem Investment Counselors
North Carolina
$618K – – –
JSSH
702
J. Safra Sarasin Holding
$617K +$628K +1,450 New
MMHP
703
Murphy Middleton Hinkle & Parker
Georgia
$615K – – –
CPIG
704
Chicago Partners Investment Group
Illinois
$614K +$16.4K +38 +3%
CWM
705
Compass Wealth Management
Connecticut
$614K -$8.66K -20 -1%
OPWM
706
Oxinas Partners Wealth Management
Indiana
$604K +$354K +818 +136%
DLHL
707
Donald L. Hagan LLC
Florida
$599K – – –
FGG
708
Financial Guidance Group
Florida
$598K – – –
FCMT
709
Founders Capital Management (Texas)
Texas
$597K +$4.33K +10 +0.7%
VBFG
710
Vishria Bird Financial Group
Tennessee
$596K – – –
PS
711
Principal Securities
Iowa
$596K +$116K +269 +24%
CPA
712
Compass Planning Associates
Massachusetts
$591K +$602K +1,390 New
NRI
713
NFP Retirement Inc
California
$590K +$40.3K +93 +7%
HP
714
Haven Private
Florida
$587K +$598K +1,381 New
WEG
715
World Equity Group
Illinois
$585K +$296K +683 +99%
HNWAG
716
High Net Worth Advisory Group
Florida
$585K +$1.3K +3 +0.2%
BWA
717
Bordeaux Wealth Advisors
California
$585K – – –
WCG
718
Weaver Consulting Group
California
$584K – – –
PAG
719
Powers Advisory Group
Illinois
$583K – – –
TCM
720
Thoma Capital Management
Maryland
$583K +$593K +1,370 New
TIA
721
Traphagen Investment Advisors
New Jersey
$582K – – –
SAW
722
Signal Advisors Wealth
Michigan
$582K +$3.9K +9 +0.7%
OFS
723
Orrstown Financial Services
Pennsylvania
$578K – – –
GFG
724
Grantvest Financial Group
New Jersey
$578K +$587K +1,357 New
QPW
725
Quantum Private Wealth
Florida
$575K – – –
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