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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
726
Abbrea Capital
California
$412K – – –
MGWM
727
Marks Group Wealth Management
Minnesota
$412K +$31.8K +91 +9%
NCM
728
Noesis Capital Mangement
Florida
$411K – – –
ZIMP
729
Zimmermann Investment Management & Planning
Pennsylvania
$410K -$963K -2,755 -72%
HWA
730
HCR Wealth Advisors
California
$410K +$129K +368 +51%
AWM
731
Aprio Wealth Management
Georgia
$409K – – –
VCM
732
Vivaldi Capital Management
Illinois
$408K -$16.1K -46 -4%
CAM
733
CenterStar Asset Management
Illinois
$408K +$378K +1,082 New
CA
734
Continuum Advisory
Idaho
$407K -$237K -677 -39%
AM
735
AGF Management
Ontario, Canada
$401K -$175K -500 -32%
CA
736
Crewe Advisors
Utah
$400K – – –
HIC
737
Holderness Investments Company
North Carolina
$399K +$3.84K +11 +1%
PIM
738
Penobscot Investment Management
Massachusetts
$398K -$17.5K -50 -5%
AWA
739
Aaron Wealth Advisors
Illinois
$396K – – –
CA
740
Claro Advisors
Massachusetts
$395K -$81.1K -232 -18%
RWP
741
Ridgecrest Wealth Partners
California
$392K – – –
WF
742
Welch & Forbes
Massachusetts
$392K – – –
RSS
743
Rosenblum Silverman Sutton
California
$391K – – –
IPAM
744
Investment Partners Asset Management
New Jersey
$388K +$360K +1,029 New
CSIC
745
Clifford Swan Investment Counsel
California
$387K – – –
WSTAM
746
Wilbanks Smith & Thomas Asset Management
Virginia
$386K +$55.6K +159 +18%
CAM
747
Carret Asset Management
New York
$385K – – –
S
748
SignatureFD
Georgia
$385K -$20.6K -59 -5%
SW
749
SkyOak Wealth
Michigan
$385K – – –
SCG
750
Sonata Capital Group
Washington
$385K +$699 +2 +0.2%
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30
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