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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
776
Vishria Bird Financial Group
Tennessee
$462K -$130K -300 -21%
CAG
777
Crestwood Advisors Group
Massachusetts
$461K -$14.3K -33 -3%
SI
778
Scharf Investments
California
$460K – – –
LWCFA
779
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$457K – – –
MWM
780
Mattern Wealth Management
Kansas
$455K +$141K +325 +43%
WF
781
Warner Financial
Maryland
$452K +$865 +2 +0.2%
IFWM
782
Institute for Wealth Management
Colorado
$449K +$432 +1 +0.1%
VCM
783
Vivaldi Capital Management
Illinois
$447K – – –
CA
784
Crewe Advisors
Utah
$446K – – –
DT
785
Diversified Trust
Tennessee
$446K -$29.4K -68 -6%
AWA
786
Aaron Wealth Advisors
Illinois
$442K – – –
MIG
787
McGuire Investment Group
Rhode Island
$441K +$455K +1,051 New
SOS
788
Silver Oak Securities
Tennessee
$439K -$609K -1,408 -57%
PA
789
Parallel Advisors
California
$439K +$29.8K +69 +7%
EWA
790
EverSource Wealth Advisors
Alabama
$438K -$307K -709 -40%
BA
791
Bluesphere Advisors
Pennsylvania
$437K -$108K -250 -19%
PWMG
792
Pinnacle Wealth Management Group
Michigan
$435K -$28.5K -66 -6%
VIA
793
Victrix Investment Advisors
Florida
$435K +$504K +1,166 New
RDWM
794
Red Door Wealth Management
Tennessee
$433K +$24.2K +56 +6%
CSIC
795
Clifford Swan Investment Counsel
California
$431K – – –
KWS
796
Keystone Wealth Services
California
$430K -$64K -148 -13%
CAM
797
Carret Asset Management
New York
$429K – – –
IPAM
798
Investment Partners Asset Management
New Jersey
$428K +$8.22K +19 +2%
KCM
799
Kanawha Capital Management
Virginia
$428K – – –
CDWM
800
Campbell Deegan Wealth Management
Virginia
$426K -$38.9K -90 -8%
30 31
32
33 34