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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
751
Sierra Capital
Florida
$374K – – –
VWM
752
Vigilare Wealth Management
Arizona
$371K +$388 +1 +0.1%
ES
753
Eagle Strategies
New York
$370K -$2.04M -5,263 -85%
PSF
754
Pacific Sun Financial
California
$370K – – –
CIAS
755
CBIZ Investment Advisory Services
Ohio
$369K – – –
CA
756
CGN Advisors
Kansas
$369K – – –
VIP
757
Vista Investment Partners
Oklahoma
$369K +$776 +2 +0.2%
HSWM
758
Hubbell Strickland Wealth Management
Louisiana
$367K +$21.4K +55 +6%
SWP
759
Strategic Wealth Partners
Ohio
$366K +$32.2K +83 +10%
LIA
760
LBMC Investment Advisors
Tennessee
$366K – – –
SIS
761
Sound Income Strategies
Florida
$365K +$166K +427 +85%
UL
762
Unionview LLC
Washington
$364K +$1.55K +4 +0.4%
KWA
763
Kellett Wealth Advisors
Ohio
$363K -$39.2K -101 -10%
CWM
764
Collaborative Wealth Management
Florida
$363K -$3.88K -10 -1%
WAL
765
W Advisors LLC
Tennessee
$362K – – –
FTDI
766
First Trust Direct Indexing
Massachusetts
$359K +$356K +918 New
WAM
767
WNY Asset Management
New York
$359K +$1.55K +4 +0.4%
ACM
768
Avalon Capital Management
California
$359K +$356K +917 New
WAG
769
Winthrop Advisory Group
Massachusetts
$358K – – –
NCM
770
Noesis Capital Mangement
Florida
$357K -$69.9K -180 -16%
WF
771
Welch & Forbes
Massachusetts
$356K – – –
AFAS
772
Acorn Financial Advisory Services
Virginia
$356K +$388 +1 +0.1%
AWM
773
AllSquare Wealth Management
New York
$354K -$11.6K -30 -3%
BAM
774
Belpointe Asset Management
Nevada
$354K -$3.42M -8,817 -91%
PCH
775
PGIM Custom Harvest
New Jersey
$354K +$9.32K +24 +3%
29 30
31
32 33