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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
826
Latitude Advisors
Florida
$541K -$710K -1,421 -58%
SGFG
827
Silver Grove Financial Group
New York
$540K +$12K +24 +2%
WCL
828
Wealth Care LLC
Florida
$539K -$14.5K -29 -3%
BCPWM
829
Bradley & Co Private Wealth Management
Florida
$538K – – –
GWWM
830
Great Waters Wealth Management
Minnesota
$538K +$514K +1,030 New
AWM
831
Aprio Wealth Management
Georgia
$538K -$5.99K -12 -1%
IPAM
832
Investment Partners Asset Management
New Jersey
$537K -$3K -6 -0.6%
CDWM
833
Campbell Deegan Wealth Management
Virginia
$535K +$999 +2 +0.2%
JSL
834
JT Stratford LLC
Georgia
$534K -$18K -36 -3%
CAM
835
Carret Asset Management
New York
$534K – – –
FA
836
Freestate Advisors
Kansas
$534K +$1.5K +3 +0.3%
RDWM
837
Red Door Wealth Management
Tennessee
$533K -$5.49K -11 -1%
HWP
838
Highline Wealth Partners
California
$531K +$73.4K +147 +17%
BA
839
Bluesphere Advisors
Pennsylvania
$530K – – –
VL
840
Vima LLC
Michigan
$528K +$505K +1,012 New
PAM
841
Palisade Asset Management
Minnesota
$528K – – –
HA
842
Hegarty Advisors
New York
$528K +$1.5K +3 +0.3%
SP
843
Successful Portfolios
Florida
$526K – – –
CTA
844
Chesley Taft & Associates
Illinois
$522K – – –
HC
845
Hourglass Capital
Texas
$522K +$499K +1,000 New
CWM
846
Capstone Wealth Management
Montana
$521K – – –
SFG
847
Sather Financial Group
Texas
$520K -$4.99K -10 -1%
EMCIP
848
Ewing Morris & Co Investment Partners
Ontario, Canada
$518K -$758K -1,518 -60%
ST
849
Spinnaker Trust
Maine
$518K – – –
RFN
850
Redwood Financial Network
Ohio
$517K -$23K -46 -4%
32 33
34
35 36