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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
726
Ridgecrest Wealth Partners
California
$407K – – –
AM
727
AGF Management
Ontario, Canada
$405K -$11.6K -30 -3%
CSIC
728
Clifford Swan Investment Counsel
California
$402K – – –
BWM
729
BNC Wealth Management
Oregon
$401K -$39.2K -101 -9%
SCG
730
Sonata Capital Group
Washington
$400K +$388 +1 +0.1%
CAM
731
Carret Asset Management
New York
$400K – – –
KCM
732
Kanawha Capital Management
Virginia
$399K – – –
AA
733
Alesco Advisors
New York
$399K +$46.2K +119 +13%
KWS
734
Keystone Wealth Services
California
$398K -$77.6K -200 -16%
CA
735
Claro Advisors
Massachusetts
$397K -$2.33K -6 -0.6%
EW
736
Element Wealth
Mississippi
$394K -$12.8K -33 -3%
IIM
737
Ipswich Investment Management
Massachusetts
$391K – – –
SP
738
Successful Portfolios
Florida
$391K – – –
IPAM
739
Investment Partners Asset Management
New Jersey
$390K -$9.71K -25 -2%
W
740
WPWealth
Texas
$390K – – –
IIA
741
IPG Investment Advisors
California
$387K -$3.69M -9,500 -91%
AWM
742
Aprio Wealth Management
Georgia
$386K – – –
PA
743
Parallel Advisors
California
$386K +$388 +1 +0.1%
RSS
744
Rosenblum Silverman Sutton
California
$385K -$11.6K -30 -3%
DWM
745
Diversify Wealth Management
Utah
$385K +$386K +995 New
OCM
746
One Capital Management
California
$382K +$379K +977 New
RDWM
747
Red Door Wealth Management
Tennessee
$381K +$776 +2 +0.2%
HFRG
748
Houlihan Financial Resource Group
Virginia
$381K +$378K +973 New
PA
749
PFG Advisors
Arizona
$379K -$2.72K -7 -0.7%
AIS
750
AM Investment Strategies
Tennessee
$376K – – –
28 29
30
31 32