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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
726
D.B. Root & Company
Pennsylvania
$547K – – –
HPM
727
Hoxton Planning & Management
West Virginia
$546K – – –
VCM
728
Virtue Capital Management
Tennessee
$544K +$560K +1,294 New
LIA
729
LBMC Investment Advisors
Tennessee
$543K – – –
GFG
730
Grantvest Financial Group
New Jersey
$542K -$29K -67 -5%
BW
731
BIP Wealth
Georgia
$535K +$2.16K +5 +0.4%
NEWAS
732
N.E.W. Advisory Services
Wisconsin
$535K +$67K +155 +14%
ACI
733
Alpha Cubed Investments
California
$530K -$3.89K -9 -0.7%
HNWAG
734
High Net Worth Advisory Group
Florida
$528K -$50.6K -117 -9%
SFGP
735
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$526K – – –
WCFA
736
Walkner Condon Financial Advisors
Wisconsin
$526K – – –
LAS
737
LWM Advisory Services
Florida
$526K +$432 +1 +0.1%
LWM
738
LJI Wealth Management
Indiana
$525K – – –
CPA
739
Court Place Advisors
Maryland
$522K – – –
TFP
740
Traction Financial Partners
Wyoming
$521K -$121K -279 -18%
APP
741
Avantax Planning Partners
Iowa
$519K +$534K +1,235 New
DE
742
Diversified Enterprises
Delaware
$518K +$1.3K +3 +0.2%
FCMT
743
Founders Capital Management (Texas)
Texas
$517K -$74K -171 -12%
EW
744
Enzi Wealth
Texas
$512K – – –
AA
745
Alesco Advisors
New York
$512K -$5.62K -13 -1%
SMA
746
Seven Mile Advisory
New Jersey
$510K -$15.6K -36 -3%
RFN
747
Redwood Financial Network
Ohio
$509K -$6.92K -16 -1%
AW
748
Alteri Wealth
California
$508K +$83.9K +194 +19%
G
749
GenTrust
Florida
$505K +$86.5K +200 +20%
PCMF
750
Private Capital Management (Florida)
Florida
$504K – – –
28 29
30
31 32