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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
726
Howe & Rusling
New York
$546K – – –
RWP
727
RWA Wealth Partners
Massachusetts
$545K – – –
SWM
728
Sentinel Wealth Management
Virginia
$544K – – –
FWCM
729
Ferguson Wellman Capital Management
Oregon
$542K – – –
LWCFA
730
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$540K – – –
GC
731
Garde Capital
Washington
$535K – – –
GFG
732
Grantvest Financial Group
New Jersey
$535K -$36.5K -81 -7%
OIS
733
Okabena Investment Services
Minnesota
$533K – – –
APP
734
Avantax Planning Partners
Iowa
$533K +$9.01K +20 +2%
KHLMTHM
735
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$532K – – –
CPA
736
Court Place Advisors
Maryland
$531K -$45.1K -100 -8%
TA
737
Tactive Advisors
Florida
$530K +$17.6K +39 +4%
TGAM
738
TBH Global Asset Management
Tennessee
$529K -$8.56K -19 -2%
AG
739
AlTi Global
New York
$529K +$151K +334 +42%
SOS
740
Silver Oak Securities
Tennessee
$529K -$9.46K -21 -2%
LMKC
741
L.M. Kohn & Company
Ohio
$529K -$311K -689 -38%
CA
742
Crewe Advisors
Utah
$529K +$69.4K +154 +16%
RMC
743
Ring Mountain Capital
California
$527K – – –
SGFG
744
Silver Grove Financial Group
New York
$527K +$512K +1,136 New
BBP
745
Banco BTG Pactual
Brazil
$521K +$67.6K +150 +15%
ACI
746
Alpha Cubed Investments
California
$520K -$56.3K -125 -10%
GAA
747
Global Assets Advisory
Florida
$520K +$248K +550 +96%
NEWAS
748
N.E.W. Advisory Services
Wisconsin
$519K – – –
DCM
749
Delta Capital Management
New Jersey
$519K – – –
NPT
750
National Philanthropic Trust
Pennsylvania
$518K – – –
28 29
30
31 32