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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
751
Stonebridge Capital Advisors
Minnesota
$414K +$137K +356 +52%
RWP
752
Ridgecrest Wealth Partners
California
$414K – – –
CCG
753
Capital CS Group
California
$412K +$399K +1,035 New
KWA
754
Kellett Wealth Advisors
Ohio
$410K +$3.47K +9 +0.9%
CSIC
755
Clifford Swan Investment Counsel
California
$409K – – –
SCG
756
Sonata Capital Group
Washington
$407K +$385 +1 +0.1%
CAM
757
Carret Asset Management
New York
$407K – – –
IPAM
758
Investment Partners Asset Management
New Jersey
$407K -$2.7K -7 -0.7%
KCM
759
Kanawha Capital Management
Virginia
$406K +$393K +1,020 New
CA
760
Claro Advisors
Massachusetts
$406K -$11.2K -29 -3%
RSS
761
Rosenblum Silverman Sutton
California
$403K -$8.86K -23 -2%
GTAM
762
Global Trust Asset Management
Florida
$399K -$154K -400 -29%
WF
763
Warner Financial
Maryland
$398K +$385 +1 +0.1%
IIM
764
Ipswich Investment Management
Massachusetts
$398K – – –
SP
765
Successful Portfolios
Florida
$398K – – –
PIWA
766
Prevail Innovative Wealth Advisors
Kansas
$397K +$384K +997 New
W
767
WPWealth
Texas
$396K -$170K -440 -31%
AWM
768
Aprio Wealth Management
Georgia
$393K -$38.1K -99 -9%
PA
769
Parallel Advisors
California
$392K -$6.16K -16 -2%
PA
770
PFG Advisors
Arizona
$389K +$11.9K +31 +3%
HTIM
771
Harbour Trust & Investment Management
Indiana
$388K -$61.6K -160 -14%
S
772
SignatureFD
Georgia
$387K -$18.9K -49 -5%
RDWM
773
Red Door Wealth Management
Tennessee
$387K – – –
SA
774
SpiderRock Advisors
Delaware
$382K +$380K +986 New
AIS
775
AM Investment Strategies
Tennessee
$382K – – –
29 30
31
32 33