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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RS
751
Retirement Solution
Washington
$567K +$593K +1,225 New
NA
752
Nottingham Advisors
New York
$565K
AW
753
Alteri Wealth
California
$565K +$123K +254 +26%
LFS
754
Lighthouse Financial Services
California
$562K +$969 +2 +0.2%
WCFA
755
Walkner Condon Financial Advisors
Wisconsin
$561K -$1.94K -4 -0.3%
FSAG
756
Financial Solutions Advisory Group
Illinois
$560K +$586K +1,210 New
IIM
757
Ipswich Investment Management
Massachusetts
$556K
AWM
758
Activest Wealth Management
Florida
$555K -$714K -1,474 -55%
LA
759
LexAurum Advisors
Kansas
$554K +$579K +1,196 New
LWCFA
760
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$554K
RWM
761
Riverbend Wealth Management
South Carolina
$551K +$1.45K +3 +0.3%
KWM
762
Kaydan Wealth Management
Michigan
$548K
TH
763
TCTC Holdings
Texas
$547K
SWM
764
Sentinel Wealth Management
Virginia
$543K
SWM
765
Shrier Wealth Management
California
$541K -$5.33K -11 -0.9%
FWCM
766
Ferguson Wellman Capital Management
Oregon
$541K
NPT
767
National Philanthropic Trust
Pennsylvania
$541K +$24.2K +50 +4%
Russell Investments Group
768
Russell Investments Group
United Kingdom
$540K -$192K -396 -25%
APP
769
Avantax Planning Partners
Iowa
$540K +$7.27K +15 +1%
MAS
770
Meeder Advisory Services
Ohio
$539K +$45.1K +93 +9%
RS
771
Rakuten Securities
Japan
$537K +$452K +933 +413%
GC
772
Garde Capital
Washington
$535K
MIG
773
McGuire Investment Group
Rhode Island
$535K +$40.7K +84 +8%
PCMF
774
Private Capital Management (Florida)
Florida
$533K -$24.2K -50 -4%
OIS
775
Okabena Investment Services
Minnesota
$533K