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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
801
Liberty Wealth Management
California
$238K -$307K -865 Closed
AF
802
Aldebaran Financial
$236K – – –
ZCI
803
Zevenbergen Capital Investments
Washington
$236K +$231K +650 New
LWMG
804
Levy Wealth Management Group
Pennsylvania
$232K -$42.6K -120 -16%
ZB
805
Zions Bancorporation
Utah
$229K -$59K -166 -21%
FFA
806
First Foundation Advisors
California
$229K +$223K +629 New
BWA
807
BDO Wealth Advisors
Florida
$228K -$17.8K -50 -7%
RIM
808
Rockbridge Investment Management
New York
$226K – – –
CSWM
809
Cassady Schiller Wealth Management
Ohio
$226K +$221K +623 New
SEIA
810
Signature Estate & Investment Advisors
California
$223K -$355 -1 -0.2%
BOPW
811
Brandywine Oak Private Wealth
Pennsylvania
$223K +$355 +1 +0.2%
RFA
812
Reilly Financial Advisors
California
$222K – – –
EWG
813
Executive Wealth Group
Washington
$221K +$711 +2 +0.3%
FAM
814
Formidable Asset Management
Ohio
$221K – – –
NSIM
815
North Star Investment Management
Illinois
$220K – – –
EFSCE
816
Enterprise Financial Services Corp (EFSC)
Missouri
$218K – – –
BFO
817
Biltmore Family Office
North Carolina
$218K +$213K +600 New
SB
818
Strategic Blueprint
Georgia
$216K +$211K +594 New
SFG
819
Sowa Financial Group
Rhode Island
$215K -$25.9K -73 -11%
HA
820
Harfst & Associates
Wyoming
$215K – – –
TC
821
Trilogy Capital
California
$213K +$209K +588 New
MWM
822
Maltin Wealth Management
New Jersey
$211K +$206K +580 New
SWP
823
Strategic Wealth Partners
Ohio
$211K +$207K +582 New
MF
824
Meridian Financial
Massachusetts
$209K +$204K +575 New
CNBTD
825
Citizens National Bank Trust Department
Mississippi
$206K -$17.8K -50 -8%
31 32
33
34 35