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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
VIP
776
Vista Investment Partners
Oklahoma
$401K +$1.22K +3 +0.3%
CIAS
777
CBIZ Investment Advisory Services
Ohio
$400K – – –
CA
778
CGN Advisors
Kansas
$399K – – –
SWP
779
Strategic Wealth Partners
Ohio
$396K – – –
HSWM
780
Hubbell Strickland Wealth Management
Louisiana
$396K -$813 -2 -0.2%
UL
781
Unionview LLC
Washington
$395K +$1.22K +3 +0.3%
KWA
782
Kellett Wealth Advisors
Ohio
$394K +$406 +1 +0.1%
FPCG
783
Fort Pitt Capital Group
Pennsylvania
$394K +$23.6K +58 +7%
SIS
784
Sound Income Strategies
Florida
$392K -$2.03K -5 -0.5%
WAL
785
W Advisors LLC
Tennessee
$391K – – –
PCMN
786
Paradigm Capital Management (Nevada)
Nevada
$390K +$374K +921 New
MWM
787
Modern Wealth Management
Kansas
$389K -$100K -247 -21%
FTDI
788
First Trust Direct Indexing
Massachusetts
$388K – – –
WAM
789
WNY Asset Management
New York
$388K – – –
NCM
790
Noesis Capital Mangement
Florida
$386K – – –
WF
791
Welch & Forbes
Massachusetts
$385K – – –
ES
792
Eagle Strategies
New York
$383K -$16.3K -40 -4%
CBT
793
Central Bank & Trust
Kentucky
$382K – – –
KTA
794
Keeley-Teton Advisors
Illinois
$381K – – –
HWP
795
Highline Wealth Partners
California
$380K – – –
HCM
796
Hutchinson Capital Management
California
$377K – – –
PP
797
Patten & Patten
Tennessee
$377K – – –
MM
798
Meridian Management
Arkansas
$377K – – –
OCM
799
One Capital Management
California
$377K -$35.3K -87 -9%
MGWM
800
Marks Group Wealth Management
Minnesota
$375K – – –
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32
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