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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
726
Athena Investment Management
California
$479K – – –
BFIC
727
Bedell Frazier Investment Counselling
California
$479K -$37K -91 -7%
CAG
728
Crestwood Advisors Group
Massachusetts
$479K -$5.28K -13 -1%
PS
729
Principal Securities
Iowa
$479K -$130K -320 -22%
NPT
730
National Philanthropic Trust
Pennsylvania
$473K – – –
NEWAS
731
N.E.W. Advisory Services
Wisconsin
$473K -$21.9K -54 -5%
CWC
732
Carolinas Wealth Consulting
North Carolina
$471K – – –
PWMG
733
Pinnacle Wealth Management Group
Michigan
$470K -$20.3K -50 -4%
PSIWM
734
Paradigm Strategies in Wealth Management
Minnesota
$469K – – –
MCC
735
Maiden Cove Capital
Maine
$468K +$449K +1,105 New
KAS
736
KPP Advisory Services
Kentucky
$468K -$815K -2,005 -64%
WP
737
WealthShield Partners
North Carolina
$467K +$86.5K +213 +24%
CIA
738
Choate Investment Advisors
Massachusetts
$466K – – –
OC
739
Opinicus Capital
Florida
$466K -$406 -1 -0.1%
SI
740
Scharf Investments
California
$463K -$445K -1,095 -50%
MWM
741
Mattern Wealth Management
Kansas
$459K -$8.53K -21 -2%
WF
742
Warner Financial
Maryland
$454K +$406 +1 +0.1%
IFWM
743
Institute for Wealth Management
Colorado
$451K +$406 +1 +0.1%
VCM
744
Vivaldi Capital Management
Illinois
$451K – – –
HAS
745
HBW Advisory Services
California
$451K +$433K +1,065 New
CA
746
Crewe Advisors
Utah
$449K +$406 +1 +0.1%
HGERS
747
Householder Group Estate & Retirement Specialist
Arizona
$446K -$181K -446 -30%
AWA
748
Aaron Wealth Advisors
Illinois
$445K – – –
RWP
749
Ridgecrest Wealth Partners
California
$440K – – –
AM
750
AGF Management
Ontario, Canada
$438K – – –
28 29
30
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