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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
776
Innova Wealth Partners
Pennsylvania
$622K +$31K +62 +5%
LA
777
LexAurum Advisors
Kansas
$621K -$3.5K -7 -0.6%
KWM
778
Kaydan Wealth Management
Michigan
$619K – – –
APP
779
Avantax Planning Partners
Iowa
$618K +$8.99K +18 +2%
TH
780
TCTC Holdings
Texas
$616K – – –
MIG
781
McGuire Investment Group
Rhode Island
$614K +$10.5K +21 +2%
SWM
782
Sentinel Wealth Management
Virginia
$613K – – –
DJSG
783
D.J. St. Germain
Massachusetts
$612K +$36K +72 +7%
FWCM
784
Ferguson Wellman Capital Management
Oregon
$610K – – –
LFS
785
Lighthouse Financial Services
California
$605K +$499 +1 +0.1%
LWCFA
786
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$603K – – –
GC
787
Garde Capital
Washington
$603K – – –
KHLMTHM
788
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$601K – – –
OIS
789
Okabena Investment Services
Minnesota
$601K – – –
PCMF
790
Private Capital Management (Florida)
Florida
$601K – – –
PAS
791
Park Avenue Securities
New York
$597K +$571K +1,143 New
BAM
792
Belpointe Asset Management
Nevada
$596K +$149K +298 +35%
DWAM
793
Duncan Williams Asset Management
Tennessee
$594K +$999 +2 +0.2%
BCM
794
Bannerstone Capital Management
Minnesota
$590K -$820K -1,642 -59%
KWS
795
Keystone Wealth Services
California
$590K – – –
FFM
796
Forum Financial Management
Illinois
$590K +$499 +1 +0.1%
SCA
797
Sandy Cove Advisors
Massachusetts
$590K +$2K +4 +0.4%
DWM
798
Destination Wealth Management
California
$589K +$499 +1 +0.1%
WIM
799
WealthPlan Investment Management
Nebraska
$588K -$7.99K -16 -1%
AWM
800
Activest Wealth Management
Florida
$588K -$37K -74 -6%
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