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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
751
Noesis Capital Mangement
Florida
$297K +$292K +897 New
GFL
752
Granite FO LLC
New Hampshire
$296K +$278K +855 New
PGWM
753
Pitti Group Wealth Management
New York
$296K – – –
MM
754
Meridian Management
Arkansas
$295K – – –
MFG
755
MidWestOne Financial Group
Iowa
$294K – – –
BA
756
Bluesphere Advisors
Pennsylvania
$293K – – –
DSN
757
D. Scott Neal
Kentucky
$293K – – –
TA
758
Tiedemann Advisors
New York
$291K +$650 +2 +0.2%
FCMT
759
Founders Capital Management (Texas)
Texas
$287K +$5.85K +18 +2%
EWM
760
Evermay Wealth Management
Virginia
$286K – – –
SAG
761
SageView Advisory Group
California
$285K +$280K +861 New
RDWM
762
Red Door Wealth Management
Tennessee
$285K – – –
DPI
763
Diversified Portfolios Inc
Michigan
$285K – – –
H
764
HoyleCohen
California
$283K +$277K +853 New
MSR
765
Main Street Research
Connecticut
$282K – – –
BPWM
766
Badgley Phelps Wealth Managers
Washington
$282K – – –
SIC
767
Samalin Investment Counsel
New York
$281K +$650 +2 +0.2%
SWPG
768
Strategic Wealth Partners Group
Illinois
$277K -$8.78K -27 -3%
KWM
769
KFG Wealth Management
Indiana
$276K +$271K +834 New
F
770
F3Logic
Minnesota
$276K -$5.2K -16 -2%
GBS
771
Gallagher Benefit Services
Illinois
$276K +$271K +833 New
FNBOO
772
First National Bank of Omaha
Nebraska
$276K – – –
JWBC
773
John W. Brooker & Co
California
$276K -$4.23K -13 -2%
QT
774
Quantbot Technologies
New York
$276K -$2.39M -7,350 -90%
NCM
775
Neumann Capital Management
California
$276K – – –
29 30
31
32 33