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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
BlackDiamond Wealth Management
New York
$253K -$25K -72 -9%
PIA
802
Powell Investment Advisors
Florida
$252K +$52K +150 +25%
PAM
803
Palisade Asset Management
Minnesota
$251K
FWM
804
Focused Wealth Management
New York
$251K +$3.47K +10 +1%
RA
805
Rodgers & Associates
Pennsylvania
$251K -$104K -300 -29%
ZIC
806
ZWJ Investment Counsel
Georgia
$250K +$2.77K +8 +1%
EG
807
Ellerson Group
Maryland
$248K +$22.5K +65 +10%
WIM
808
Warwick Investment Management
Texas
$247K +$347 +1 +0.1%
WSFS
809
Wilmington Savings Fund Society
Delaware
$246K
PF
810
Prosperitas Financial
California
$246K +$255K +735 New
HCM
811
Hall Capital Management
Rhode Island
$245K
NCM
812
Neumann Capital Management
California
$245K
FMN
813
Financial Management Network
California
$245K +$1.04K +3 +0.4%
HHRDM
814
H&H Retirement Design & Management
Nevada
$243K +$250K +722 New
HPC
815
HM Payson & Co
Maine
$241K +$250K +720 New
GC
816
Garde Capital
Washington
$241K
HWA
817
HCR Wealth Advisors
California
$241K -$12.1K -35 -5%
FNBOO
818
First National Bank of Omaha
Nebraska
$240K -$40.6K -117 -14%
Deutsche Bank
819
Deutsche Bank
Germany
$240K
BSAM
820
Blue Square Asset Management
New York
$239K
HNW
821
High Note Wealth
Minnesota
$239K
EP
822
Eudaimonia Partners
Tennessee
$239K
HWA
823
Heritage Wealth Advisors
Virginia
$239K
WPW
824
Waldron Private Wealth
Pennsylvania
$239K
LFG
825
Larson Financial Group
Missouri
$239K -$21.2K -61 -8%