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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
776
HBW Advisory Services
California
$490K +$37.7K +87 +8%
HR
777
Howe & Rusling
New York
$490K -$40.3K -93 -7%
KHLMTHM
778
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$489K – – –
RWM
779
Revisor Wealth Management
Ohio
$489K +$80.9K +187 +20%
EWM
780
Executive Wealth Management
Michigan
$486K -$13K -30 -3%
GT
781
Greenleaf Trust
Michigan
$485K – – –
FAG
782
Fortitude Advisory Group
Washington
$485K -$24.2K -56 -5%
RMC
783
Ring Mountain Capital
California
$483K +$492K +1,136 New
AIM
784
Athena Investment Management
California
$482K – – –
BFIC
785
Bedell Frazier Investment Counselling
California
$482K – – –
CAG
786
Crestwood Advisors Group
Massachusetts
$482K – – –
DT
787
Diversified Trust
Tennessee
$481K -$196K -453 -29%
GTAM
788
Global Trust Asset Management
Florida
$481K -$60.6K -140 -11%
SSWM
789
Strait & Sound Wealth Management
California
$478K -$80.1K -185 -14%
DCM
790
Delta Capital Management
New Jersey
$477K +$485K +1,120 New
VCM
791
Vivaldi Capital Management
Illinois
$476K – – –
NEWAS
792
N.E.W. Advisory Services
Wisconsin
$476K – – –
NPT
793
National Philanthropic Trust
Pennsylvania
$476K – – –
BC
794
Burney Company
Virginia
$475K -$43.3K -100 -8%
CWC
795
Carolinas Wealth Consulting
North Carolina
$474K – – –
GCP
796
Garda Capital Partners
Minnesota
$473K +$129K +298 +37%
MCC
797
Maiden Cove Capital
Maine
$472K +$1.73K +4 +0.4%
PSIWM
798
Paradigm Strategies in Wealth Management
Minnesota
$471K – – –
CDWM
799
Campbell Deegan Wealth Management
Virginia
$470K +$478K +1,105 New
OC
800
Opinicus Capital
Florida
$470K +$2.16K +5 +0.5%
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