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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
776
Avantax Planning Partners
Iowa
$553K – – –
OIS
777
Okabena Investment Services
Minnesota
$553K – – –
KHLMTHM
778
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$552K – – –
TA
779
Tactive Advisors
Florida
$550K +$473 +1 +0.1%
GAA
780
Global Assets Advisory
Florida
$549K +$10.4K +22 +2%
AG
781
AlTi Global
New York
$549K +$473 +1 +0.1%
EW
782
Enzi Wealth
Texas
$546K -$73.3K -155 -12%
CAG
783
Crestwood Advisors Group
Massachusetts
$544K +$15.6K +33 +3%
DWM
784
Destination Wealth Management
California
$542K -$175K -371 -25%
SOS
785
Silver Oak Securities
Tennessee
$540K -$11.8K -25 -2%
JSL
786
JT Stratford LLC
Georgia
$540K -$45.9K -97 -8%
FFM
787
Forum Financial Management
Illinois
$540K +$103K +217 +24%
DJSG
788
D.J. St. Germain
Massachusetts
$539K +$443K +937 +506%
SCA
789
Sandy Cove Advisors
Massachusetts
$539K +$2.37K +5 +0.4%
NEWAS
790
N.E.W. Advisory Services
Wisconsin
$539K +$473 +1 +0.1%
RMC
791
Ring Mountain Capital
California
$538K -$21.3K -45 -4%
DCM
792
Delta Capital Management
New Jersey
$538K – – –
NPT
793
National Philanthropic Trust
Pennsylvania
$537K – – –
CPA
794
Compass Planning Associates
Massachusetts
$536K – – –
ACI
795
Alpha Cubed Investments
California
$531K -$8.52K -18 -2%
RFP
796
Root Financial Partners
California
$530K +$946 +2 +0.2%
CIA
797
Choate Investment Advisors
Massachusetts
$529K – – –
LTI
798
Laffer Tengler Investments
Tennessee
$527K +$518K +1,096 New
KWA
799
Kellett Wealth Advisors
Ohio
$526K +$64.8K +137 +14%
PS
800
Principal Securities
Iowa
$524K -$946 -2 -0.2%
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32
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