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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
KHLMTHM
776
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$532K – – –
CAI
777
Capital Advisors Inc
Oklahoma
$532K +$60.6K +125 +12%
AG
778
AlTi Global
New York
$529K +$969 +2 +0.2%
WIM
779
WealthPlan Investment Management
Nebraska
$529K -$253K -522 -31%
CCP
780
Cane Capital Partners
Louisiana
$528K +$72.2K +149 +15%
TGAM
781
TBH Global Asset Management
Tennessee
$528K -$15K -31 -3%
DWAM
782
Duncan Williams Asset Management
Tennessee
$525K -$605K -1,248 -52%
CAG
783
Crestwood Advisors Group
Massachusetts
$524K – – –
KWS
784
Keystone Wealth Services
California
$523K -$86.7K -179 -14%
IWP
785
Innova Wealth Partners
Pennsylvania
$522K +$53.8K +111 +11%
FFM
786
Forum Financial Management
Illinois
$522K +$2.42K +5 +0.4%
DWM
787
Destination Wealth Management
California
$522K – – –
SCA
788
Sandy Cove Advisors
Massachusetts
$521K +$1.94K +4 +0.4%
NEWAS
789
N.E.W. Advisory Services
Wisconsin
$519K +$484 +1 +0.1%
DCM
790
Delta Capital Management
New Jersey
$519K – – –
CPA
791
Compass Planning Associates
Massachusetts
$517K – – –
HR
792
Howe & Rusling
New York
$516K -$96.9K -200 -15%
IAAG
793
Innovative Asset Advisors Group
Connecticut
$514K +$537K +1,108 New
EW
794
Enzi Wealth
Texas
$514K – – –
PS
795
Principal Securities
Iowa
$512K +$7.27K +15 +1%
LAS
796
LWM Advisory Services
Florida
$512K -$71.7K -148 -12%
CIA
797
Choate Investment Advisors
Massachusetts
$510K – – –
DJSG
798
D.J. St. Germain
Massachusetts
$510K -$10.7K -22 -2%
KWA
799
Kellett Wealth Advisors
Ohio
$509K +$2.42K +5 +0.5%
LTI
800
Laffer Tengler Investments
Tennessee
$508K – – –
30 31
32
33 34