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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
801
Sage Financial Group
Pennsylvania
$520K +$157K +332 +44%
RFN
802
Redwood Financial Network
Ohio
$520K -$15.6K -33 -3%
WF
803
Warner Financial
Maryland
$519K +$946 +2 +0.2%
AIM
804
Athena Investment Management
California
$518K – – –
BWAM
805
Boyd Watterson Asset Management
Ohio
$516K – – –
MIG
806
McGuire Investment Group
Rhode Island
$514K -$6.15K -13 -1%
MAS
807
Meeder Advisory Services
Ohio
$514K +$83.7K +177 +20%
VCM
808
Vivaldi Capital Management
Illinois
$512K – – –
MMCM
809
Murphy & Mullick Capital Management
New York
$511K +$14.2K +30 +3%
DT
810
Diversified Trust
Tennessee
$507K – – –
GT
811
Greenleaf Trust
Michigan
$506K -$20.3K -43 -4%
AWA
812
Aaron Wealth Advisors
Illinois
$506K – – –
PWMG
813
Pinnacle Wealth Management Group
Michigan
$502K -$8.52K -18 -2%
TFP
814
Traction Financial Partners
Wyoming
$501K -$4.26K -9 -0.9%
VCP
815
Vista Capital Partners
Oregon
$500K +$168K +356 +52%
IPAM
816
Investment Partners Asset Management
New Jersey
$497K – – –
RDWM
817
Red Door Wealth Management
Tennessee
$495K +$473 +1 +0.1%
AWM
818
Aprio Wealth Management
Georgia
$495K +$20.8K +44 +4%
BCPWM
819
Bradley & Co Private Wealth Management
Florida
$494K +$13.2K +28 +3%
RSS
820
Rosenblum Silverman Sutton
California
$492K -$2.37K -5 -0.5%
MWM
821
Mattern Wealth Management
Kansas
$492K -$28.4K -60 -6%
GFG
822
Grantvest Financial Group
New Jersey
$492K -$61.5K -130 -11%
CAI
823
Capital Advisors Inc
Oklahoma
$492K -$305K -645 -39%
CAM
824
Carret Asset Management
New York
$491K – – –
KOC
825
Koss-Olinger Consulting
Florida
$491K -$544K -1,150 -53%
31 32
33
34 35