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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
751
Signature Estate & Investment Advisors
California
$208K +$2.79K +8 +1%
BOPW
752
Brandywine Oak Private Wealth
Pennsylvania
$207K +$349 +1 +0.2%
RFA
753
Reilly Financial Advisors
California
$206K – – –
NSIM
754
North Star Investment Management
Illinois
$205K – – –
EWG
755
Executive Wealth Group
Washington
$205K +$1.05K +3 +0.5%
FFG
756
Fortem Financial Group
California
$204K -$11.5K -33 -5%
PCM
757
Prelude Capital Management
New York
$203K -$489K -1,400 -70%
EFSCE
758
Enterprise Financial Services Corp (EFSC)
Missouri
$203K – – –
FAM
759
Formidable Asset Management
Ohio
$203K – – –
HWMA
760
Heritage Wealth Management (Arizona)
Arizona
$203K – – –
WB
761
WesBanco Bank
West Virginia
$203K +$210K +600 New
HA
762
Harfst & Associates
Wyoming
$200K – – –
EIP
763
Ellis Investment Partners
Pennsylvania
$193K – – –
OC
764
Oakworth Capital
Alabama
$184K +$85.2K +244 +81%
RE
765
RBC Europe
United Kingdom
$183K – – –
PA
766
Parallel Advisors
California
$174K +$74.7K +214 +72%
OSAM
767
O'Shaughnessy Asset Management
Connecticut
$172K +$3.14K +9 +2%
MFT
768
Moisand Fitzgerald Tamayo
Florida
$168K – – –
FCA
769
FinTrust Capital Advisors
South Carolina
$157K – – –
FBT
770
First Bank & Trust
South Dakota
$157K – – –
EWA
771
Evolution Wealth Advisors
Florida
$156K – – –
ST
772
Sageworth Trust
Pennsylvania
$150K -$279K -798 -64%
CA
773
Clearstead Advisors
Ohio
$143K – – –
FF
774
FourThought Financial
Florida
$139K – – –
SNT
775
Security National Trust
West Virginia
$138K – – –
29 30
31
32 33