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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
801
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
EWM
802
Edge Wealth Management
New York
$24K – – –
NC
803
NewSquare Capital
Pennsylvania
$23K -$14.6K -50 -40%
HCM
804
Horrell Capital Management
Arkansas
$23K – – –
AW
805
Avion Wealth
Texas
$22K – – –
AWM
806
Accel Wealth Management
Iowa
$22K +$21K +72 New
FP
807
Financial Perspectives
Minnesota
$20.4K +$19.5K +67 New
AWM
808
Avior Wealth Management
Nebraska
$20K – – –
KTC
809
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
SBL
810
Sargent Bickham Lagudis
Colorado
$19K – – –
CBT
811
Central Bank & Trust
Kentucky
$18K -$33.8K -116 -67%
AIP
812
Ameritas Investment Partners
Nebraska
$18K – – –
PG
813
Proffitt & Goodson
Tennessee
$18K – – –
TFGT
814
TS Financial Group (TSFG)
Illinois
$18K – – –
COCM
815
Charter Oak Capital Management
New Hampshire
$18K +$17.5K +60 New
WLPWM
816
Walled Lake Planning & Wealth Management
Illinois
$16K – – –
SIS
817
Sound Income Strategies
Florida
$16K +$15.1K +52 New
BWL
818
Bogart Wealth LLC
Virginia
$15K – – –
CHA
819
Carmichael Hill & Associates
Maryland
$15K – – –
DRS
820
Deane Retirement Strategies
Louisiana
$15K – – –
MSFP
821
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
RIA
822
RPG Investment Advisory
California
$15K – – –
PK
823
Pflug Koory
Nebraska
$14K – – –
FCM
824
Firestone Capital Management
Florida
$13K – – –
CWA
825
Clearview Wealth Advisors
Oregon
$13K +$12.2K +42 New
31 32
33
34 35