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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
751
TBH Global Asset Management
Tennessee
$512K -$154K -372 -24%
LWCFA
752
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$509K – – –
GC
753
Garde Capital
Washington
$509K – – –
KHLMTHM
754
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$507K – – –
OIS
755
Okabena Investment Services
Minnesota
$507K – – –
RMC
756
Ring Mountain Capital
California
$504K – – –
GT
757
Greenleaf Trust
Michigan
$502K – – –
BWA
758
Bordeaux Wealth Advisors
California
$501K -$98.8K -238 -17%
PS
759
Principal Securities
Iowa
$500K -$110K -264 -19%
AIM
760
Athena Investment Management
California
$499K – – –
APP
761
Avantax Planning Partners
Iowa
$498K -$43.6K -105 -9%
OC
762
Opinicus Capital
Florida
$497K +$3.32K +8 +0.7%
DCM
763
Delta Capital Management
New Jersey
$494K – – –
NEWAS
764
N.E.W. Advisory Services
Wisconsin
$493K -$63.5K -153 -12%
NPT
765
National Philanthropic Trust
Pennsylvania
$493K – – –
SCA
766
Sandy Cove Advisors
Massachusetts
$490K +$461K +1,112 New
IG
767
ING Group
Netherlands
$488K +$162K +391 +55%
TA
768
Tactive Advisors
Florida
$487K +$459K +1,105 New
CIA
769
Choate Investment Advisors
Massachusetts
$485K – – –
VBFG
770
Vishria Bird Financial Group
Tennessee
$485K – – –
CAG
771
Crestwood Advisors Group
Massachusetts
$484K – – –
SI
772
Scharf Investments
California
$483K – – –
AWMG
773
ADG Wealth Management Group
Louisiana
$482K +$132K +317 +41%
MWM
774
Mattern Wealth Management
Kansas
$478K – – –
DT
775
Diversified Trust
Tennessee
$478K +$8.71K +21 +2%
29 30
31
32 33