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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
776
Private Capital Management (Florida)
Florida
$533K -$24.2K -50 -4%
OIS
777
Okabena Investment Services
Minnesota
$533K – – –
KHLMTHM
778
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$532K – – –
CAI
779
Capital Advisors Inc
Oklahoma
$532K +$60.6K +125 +12%
AG
780
AlTi Global
New York
$529K +$969 +2 +0.2%
WIM
781
WealthPlan Investment Management
Nebraska
$529K -$253K -522 -31%
CCP
782
Cane Capital Partners
Louisiana
$528K +$72.2K +149 +15%
TGAM
783
TBH Global Asset Management
Tennessee
$528K -$15K -31 -3%
DWAM
784
Duncan Williams Asset Management
Tennessee
$525K -$605K -1,248 -52%
CAG
785
Crestwood Advisors Group
Massachusetts
$524K – – –
KWS
786
Keystone Wealth Services
California
$523K -$86.7K -179 -14%
IWP
787
Innova Wealth Partners
Pennsylvania
$522K +$53.8K +111 +11%
FFM
788
Forum Financial Management
Illinois
$522K +$2.42K +5 +0.4%
DWM
789
Destination Wealth Management
California
$522K – – –
SCA
790
Sandy Cove Advisors
Massachusetts
$521K +$1.94K +4 +0.4%
NEWAS
791
N.E.W. Advisory Services
Wisconsin
$519K +$484 +1 +0.1%
DCM
792
Delta Capital Management
New Jersey
$519K – – –
CPA
793
Compass Planning Associates
Massachusetts
$517K – – –
HR
794
Howe & Rusling
New York
$516K -$96.9K -200 -15%
IAAG
795
Innovative Asset Advisors Group
Connecticut
$514K +$537K +1,108 New
EW
796
Enzi Wealth
Texas
$514K – – –
PS
797
Principal Securities
Iowa
$512K +$7.27K +15 +1%
LAS
798
LWM Advisory Services
Florida
$512K -$71.7K -148 -12%
CIA
799
Choate Investment Advisors
Massachusetts
$510K – – –
DJSG
800
D.J. St. Germain
Massachusetts
$510K -$10.7K -22 -2%
30 31
32
33 34