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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
751
Alesco Advisors
New York
$437K +$5.28K +13 +1%
CSIC
752
Clifford Swan Investment Counsel
California
$435K – – –
CAM
753
Carret Asset Management
New York
$433K – – –
BCV
754
Banque Cantonale Vaudoise
Switzerland
$432K -$196K -483 -32%
KCM
755
Kanawha Capital Management
Virginia
$432K – – –
BWM
756
BlackDiamond Wealth Management
New York
$430K +$63.8K +157 +19%
PA
757
Parallel Advisors
California
$426K +$8.53K +21 +2%
EW
758
Element Wealth
Mississippi
$426K -$813 -2 -0.2%
DWM
759
Diversify Wealth Management
Utah
$424K +$1.22K +3 +0.3%
CA
760
Claro Advisors
Massachusetts
$424K -$5.28K -13 -1%
IIM
761
Ipswich Investment Management
Massachusetts
$423K – – –
SP
762
Successful Portfolios
Florida
$423K – – –
FA
763
Freestate Advisors
Kansas
$423K +$406K +999 New
ST
764
Spinnaker Trust
Maine
$422K +$405K +998 New
W
765
WPWealth
Texas
$421K – – –
IPAM
766
Investment Partners Asset Management
New Jersey
$421K -$406 -1 -0.1%
TWM
767
TCFG Wealth Management
California
$420K +$403K +992 New
RSS
768
Rosenblum Silverman Sutton
California
$416K – – –
AWM
769
Aprio Wealth Management
Georgia
$416K -$2.03K -5 -0.5%
HFRG
770
Houlihan Financial Resource Group
Virginia
$412K +$406 +1 +0.1%
PIA
771
Perennial Investment Advisors
California
$411K +$395K +972 New
SC
772
Sierra Capital
Florida
$404K – – –
RWM
773
Revisor Wealth Management
Ohio
$403K -$243K -597 -38%
PAM
774
Peak Asset Management
Colorado
$402K -$136K -335 -26%
VWM
775
Vigilare Wealth Management
Arizona
$401K +$406 +1 +0.1%
29 30
31
32 33