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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
776
Kaydan Wealth Management
Michigan
$619K – – –
APP
777
Avantax Planning Partners
Iowa
$618K +$8.99K +18 +2%
TH
778
TCTC Holdings
Texas
$616K – – –
MIG
779
McGuire Investment Group
Rhode Island
$614K +$10.5K +21 +2%
SWM
780
Sentinel Wealth Management
Virginia
$613K – – –
DJSG
781
D.J. St. Germain
Massachusetts
$612K +$36K +72 +7%
FWCM
782
Ferguson Wellman Capital Management
Oregon
$610K – – –
LFS
783
Lighthouse Financial Services
California
$605K +$499 +1 +0.1%
LWCFA
784
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$603K – – –
GC
785
Garde Capital
Washington
$603K – – –
KHLMTHM
786
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$601K – – –
OIS
787
Okabena Investment Services
Minnesota
$601K – – –
PCMF
788
Private Capital Management (Florida)
Florida
$601K – – –
PAS
789
Park Avenue Securities
New York
$597K +$571K +1,143 New
BAM
790
Belpointe Asset Management
Nevada
$596K +$149K +298 +35%
DWAM
791
Duncan Williams Asset Management
Tennessee
$594K +$999 +2 +0.2%
BCM
792
Bannerstone Capital Management
Minnesota
$590K -$820K -1,642 -59%
KWS
793
Keystone Wealth Services
California
$590K – – –
FFM
794
Forum Financial Management
Illinois
$590K +$499 +1 +0.1%
SCA
795
Sandy Cove Advisors
Massachusetts
$590K +$2K +4 +0.4%
DWM
796
Destination Wealth Management
California
$589K +$499 +1 +0.1%
WIM
797
WealthPlan Investment Management
Nebraska
$588K -$7.99K -16 -1%
AWM
798
Activest Wealth Management
Florida
$588K -$37K -74 -6%
IAAG
799
Innovative Asset Advisors Group
Connecticut
$587K +$6.49K +13 +1%
DCM
800
Delta Capital Management
New Jersey
$585K – – –
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