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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
751
Seven Mile Advisory
New Jersey
$532K +$223K +516 +70%
PIA
752
Perennial Investment Advisors
California
$531K +$120K +277 +28%
CPA
753
Court Place Advisors
Maryland
$529K
Bessemer Group
754
Bessemer Group
New Jersey
$529K +$227K +524 +73%
AA
755
Alesco Advisors
New York
$524K +$86.6K +200 +19%
DE
756
Diversified Enterprises
Delaware
$524K -$24.2K -56 -4%
RFN
757
Redwood Financial Network
Ohio
$523K -$32K -74 -6%
FWM
758
Foguth Wealth Management
Michigan
$520K -$71K -164 -12%
OIS
759
Okabena Investment Services
Minnesota
$519K +$528K +1,220 New
LWCFA
760
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$516K
TGAM
761
TBH Global Asset Management
Tennessee
$513K +$433 +1 +0.1%
NFP
762
Narus Financial Partners
Utah
$511K -$49.8K -115 -9%
CTA
763
Chesley Taft & Associates
Illinois
$511K -$43.3K -100 -8%
PCMF
764
Private Capital Management (Florida)
Florida
$511K
LC
765
Lindbrook Capital
California
$510K
AssetMark Inc
766
AssetMark Inc
California
$508K +$187K +433 +57%
KWM
767
Kaydan Wealth Management
Michigan
$504K
SPWM
768
Schrum Private Wealth Management
Florida
$503K -$442K -1,020 -46%
TH
769
TCTC Holdings
Texas
$502K
GIM
770
Grassi Investment Management
California
$501K +$866 +2 +0.2%
PL
771
Plancorp LLC
Missouri
$501K +$1.73K +4 +0.3%
KWS
772
Keystone Wealth Services
California
$499K
CNTOF
773
Canandaigua National Trust of Florida
New York
$495K
WP
774
Wealthspan Partners
Iowa
$493K -$51.5K -119 -9%
GC
775
Garde Capital
Washington
$491K +$500K +1,154 New