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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
801
Pinnacle Wealth Management Group
Michigan
$469K -$3.46K -8 -0.7%
CIA
802
Choate Investment Advisors
Massachusetts
$469K – – –
SI
803
Scharf Investments
California
$466K – – –
OFG
804
Oxford Financial Group
Indiana
$458K -$55.4K -128 -11%
WF
805
Warner Financial
Maryland
$458K +$433 +1 +0.1%
FPW
806
Fairvoy Private Wealth
Alabama
$458K +$466K +1,076 New
IFWM
807
Institute for Wealth Management
Colorado
$454K +$1.3K +3 +0.3%
CC
808
Callan Capital
California
$453K +$212K +490 +85%
CA
809
Crewe Advisors
Utah
$452K – – –
MIM
810
Moseley Investment Management
Florida
$451K +$459K +1,060 New
AWA
811
Aaron Wealth Advisors
Illinois
$448K – – –
AG
812
AmeriFlex Group
Nevada
$442K +$430K +993 New
GCP
813
GSA Capital Partners
United Kingdom
$442K -$93.1K -215 -17%
AM
814
AGF Management
Ontario, Canada
$440K – – –
CSIC
815
Clifford Swan Investment Counsel
California
$437K – – –
CAM
816
Carret Asset Management
New York
$435K – – –
KCM
817
Kanawha Capital Management
Virginia
$434K – – –
AW
818
Alteri Wealth
California
$432K +$440K +1,016 New
RWM
819
Riverbend Wealth Management
South Carolina
$427K +$434K +1,002 New
CA
820
Continuum Advisory
Idaho
$427K +$117K +270 +37%
G
821
GenTrust
Florida
$427K +$174K +403 +67%
DF
822
Dunhill Financial
United Kingdom
$426K +$162K +375 +60%
IPAM
823
Investment Partners Asset Management
New Jersey
$426K +$2.16K +5 +0.5%
IIM
824
Ipswich Investment Management
Massachusetts
$426K – – –
SP
825
Successful Portfolios
Florida
$426K – – –
31 32
33
34 35