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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CA
726
Continuum Advisory
Idaho
$545K +$144K +348 +39%
DE
727
Diversified Enterprises
Delaware
$544K +$415 +1 +0.1%
GFG
728
Grantvest Financial Group
New Jersey
$544K -$23.2K -56 -4%
EB
729
Eastern Bank
Massachusetts
$542K -$135K -326 -21%
NA
730
Nottingham Advisors
New York
$538K -$41.9K -101 -8%
BW
731
BIP Wealth
Georgia
$538K -$22.8K -55 -4%
AA
732
Alesco Advisors
New York
$537K
SMA
733
Seven Mile Advisory
New Jersey
$535K -$415 -1 -0.1%
FMWA
734
Forvis Mazars Wealth Advisors
Missouri
$533K -$1.68M -4,060 -77%
RFN
735
Redwood Financial Network
Ohio
$530K -$3.73K -9 -0.7%
IIM
736
Ipswich Investment Management
Massachusetts
$529K +$83.4K +201 +20%
PCMF
737
Private Capital Management (Florida)
Florida
$529K
Fisher Asset Management
738
Fisher Asset Management
Washington
$523K +$23.2K +56 +5%
KWM
739
Kaydan Wealth Management
Michigan
$522K
GIM
740
Grassi Investment Management
California
$520K +$415 +1 +0.1%
TH
741
TCTC Holdings
Texas
$520K
IFWM
742
Institute for Wealth Management
Colorado
$519K +$45.2K +109 +10%
HR
743
Howe & Rusling
New York
$519K +$28.2K +68 +6%
RWP
744
RWA Wealth Partners
Massachusetts
$518K +$237K +571 +95%
SWM
745
Sentinel Wealth Management
Virginia
$517K +$485K +1,170 New
FWCM
746
Ferguson Wellman Capital Management
Oregon
$515K
MWP
747
Momentum Wealth Planning
Florida
$514K +$483K +1,164 New
PAS
748
Park Avenue Securities
New York
$513K +$138K +332 +40%
SOS
749
Silver Oak Securities
Tennessee
$512K +$43.6K +105 +10%
CNTOF
750
Canandaigua National Trust of Florida
New York
$512K -$1.25K -3 -0.3%