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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
751
Kellett Wealth Advisors
Ohio
$385K -$257K -735 -42%
GKWIM
752
Gerber Kawasaki Wealth & Investment Management
California
$382K +$354K +1,013 New
PA
753
Parallel Advisors
California
$377K -$8.39K -24 -2%
IIM
754
Ipswich Investment Management
Massachusetts
$377K – – –
SP
755
Successful Portfolios
Florida
$377K – – –
HCMT
756
Highland Capital Management (Tennessee)
Tennessee
$377K +$349K +1,000 New
PGWM
757
Parisi Gray Wealth Management
New Jersey
$377K -$3.49K -10 -1%
WF
758
Warner Financial
Maryland
$376K +$349 +1 +0.1%
TCPWM
759
Traverso Chambers Private Wealth Management
California
$370K +$1.4K +4 +0.4%
RDWM
760
Red Door Wealth Management
Tennessee
$366K – – –
WP
761
WealthShield Partners
North Carolina
$364K – – –
AIS
762
AM Investment Strategies
Tennessee
$362K +$349 +1 +0.1%
SC
763
Sierra Capital
Florida
$360K – – –
PA
764
PFG Advisors
Arizona
$357K -$237K -679 -42%
PSF
765
Pacific Sun Financial
California
$356K – – –
CIAS
766
CBIZ Investment Advisory Services
Ohio
$356K – – –
CCM
767
Coldstream Capital Management
Washington
$356K -$124K -356 -27%
VIP
768
Vista Investment Partners
Oklahoma
$355K +$329K +942 New
AWM
769
AllSquare Wealth Management
New York
$353K – – –
SWPG
770
Strategic Wealth Partners Group
Illinois
$352K +$699 +2 +0.2%
APW
771
Atlantic Private Wealth
North Carolina
$352K -$4.89K -14 -1%
LIA
772
LBMC Investment Advisors
Tennessee
$352K – – –
LWM
773
Liberty Wealth Management
California
$352K +$349 +1 +0.1%
HCM
774
Hutchinson Capital Management
California
$351K -$24.1K -69 -7%
DCM
775
Donaldson Capital Management
Indiana
$349K +$324K +927 New
29 30
31
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