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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
776
Sierra Capital
Florida
$380K – – –
OLVIG
777
Oliver Lagore Vanvalin Investment Group
Michigan
$378K -$603K -1,566 -62%
VWM
778
Vigilare Wealth Management
Arizona
$376K -$173K -450 -32%
PSF
779
Pacific Sun Financial
California
$376K – – –
CIAS
780
CBIZ Investment Advisory Services
Ohio
$376K – – –
CA
781
CGN Advisors
Kansas
$375K +$116K +300 +47%
VIP
782
Vista Investment Partners
Oklahoma
$375K – – –
CWM
783
Collaborative Wealth Management
Florida
$373K -$72K -187 -17%
AWM
784
AllSquare Wealth Management
New York
$372K – – –
LIA
785
LBMC Investment Advisors
Tennessee
$372K – – –
HCM
786
Hutchinson Capital Management
California
$370K – – –
CCM
787
Coldstream Capital Management
Washington
$370K -$5.39K -14 -1%
UL
788
Unionview LLC
Washington
$368K +$1.54K +4 +0.4%
WAL
789
W Advisors LLC
Tennessee
$368K – – –
WAM
790
WNY Asset Management
New York
$363K – – –
WF
791
Welch & Forbes
Massachusetts
$362K -$49.7K -129 -12%
AFAS
792
Acorn Financial Advisory Services
Virginia
$362K -$3.47K -9 -1%
AA
793
Alesco Advisors
New York
$358K – – –
KTA
794
Keeley-Teton Advisors
Illinois
$358K – – –
WAG
795
Winthrop Advisory Group
Massachusetts
$358K – – –
SIM
796
Seaview Investment Managers
Florida
$358K -$10.3M -26,685 -97%
CWM
797
Chemistry Wealth Management
New York
$356K -$10.4K -27 -3%
PP
798
Patten & Patten
Tennessee
$354K +$23.1K +60 +7%
WP
799
WealthShield Partners
North Carolina
$354K -$28.9K -75 -8%
MM
800
Meridian Management
Arkansas
$354K – – –
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