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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
AllSquare Wealth Management
New York
$375K -$8.13K -20 -2%
AF
802
Advisornet Financial
Minnesota
$375K – – –
MFG
803
MidWestOne Financial Group
Iowa
$375K – – –
WAG
804
Winthrop Advisory Group
Massachusetts
$374K -$6.09K -15 -2%
WPW
805
Waldron Private Wealth
Pennsylvania
$371K – – –
FCA
806
Fortis Capital Advisors
Kansas
$371K -$11.8K -29 -3%
KWM
807
Keebeck Wealth Management
Illinois
$370K – – –
KA
808
Kozak & Associates
Colorado
$368K -$7.31K -18 -2%
SFWC
809
Strategic Family Wealth Counselors
New Jersey
$366K +$406 +1 +0.1%
CA
810
Cornerstone Advisory
Maryland
$365K +$33.7K +83 +11%
RAG
811
RIA Advisory Group
Iowa
$365K +$351K +863 New
EWM
812
Evermay Wealth Management
Virginia
$365K – – –
PMSA
813
Patrick M. Sweeney & Associates
Illinois
$363K – – –
GFL
814
Granite FO LLC
New Hampshire
$362K – – –
MSAM
815
Moloney Securities Asset Management
Missouri
$362K -$81.3K -200 -19%
MPW
816
Monterey Private Wealth
California
$360K +$406 +1 +0.1%
PSF
817
Pacific Sun Financial
California
$358K -$40.6K -100 -11%
MCM
818
Monument Capital Management
Virginia
$358K – – –
SIMG
819
Sonora Investment Management Group
Arizona
$357K +$50K +123 +17%
MG
820
Mather Group
Illinois
$354K -$18.3K -45 -5%
SSB
821
Sandy Spring Bank
Maryland
$354K -$8.94K -22 -3%
PVI
822
Pine Valley Investments
New Jersey
$353K +$16.3K +40 +5%
HTIM
823
Harbour Trust & Investment Management
Indiana
$353K – – –
CFG
824
Cooper Financial Group
California
$353K +$406 +1 +0.1%
KWM
825
KFG Wealth Management
Indiana
$353K – – –
31 32
33
34 35