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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
826
Old National Bancorp
Indiana
$239K – – –
SFG
827
Sage Financial Group
Pennsylvania
$238K – – –
DL
828
DOHJ LLC
Washington
$237K -$1.32M -3,802 -84%
BRM
829
Boston Research & Management
Massachusetts
$237K – – –
SIC
830
Samalin Investment Counsel
New York
$236K -$676K -1,948 -73%
EK
831
Evensky & Katz
Florida
$236K +$1.04K +3 +0.4%
ACA
832
Aptus Capital Advisors
Alabama
$235K +$34.7K +100 +17%
RIM
833
Rockbridge Investment Management
New York
$234K +$26.4K +76 +12%
HT
834
Headlands Technologies
Illinois
$233K +$242K +697 New
SEP
835
Southland Equity Partners
Missouri
$233K – – –
PCH
836
PGIM Custom Harvest
New Jersey
$233K +$241K +695 New
SWA
837
ShankerValleau Wealth Advisors
Illinois
$231K – – –
FCBT
838
First Citizens Bank & Trust
North Carolina
$230K -$2.77K -8 -1%
CWP
839
CFM Wealth Partners
Texas
$230K – – –
CCA
840
Checchi Capital Advisers
California
$229K – – –
SC
841
Schulhoff & Co
Ohio
$228K – – –
AWM
842
AAF Wealth Management
Massachusetts
$227K -$21.5K -62 -8%
CFG
843
Cooper Financial Group
California
$227K +$235K +677 New
CC
844
Callan Capital
California
$226K +$234K +675 New
FWCM
845
Ferguson Wellman Capital Management
Oregon
$226K – – –
MS
846
Maven Securities
Jersey
$224K -$268K -773 -54%
IFAM
847
Institutional & Family Asset Management
Colorado
$223K – – –
CBFP
848
Cedar Brook Financial Partners
Ohio
$223K +$347 +1 +0.2%
FNB
849
Farmers National Bank
Kentucky
$221K -$3.47K -10 -1%
FRA
850
Front Row Advisors
California
$219K -$27.7K -80 -11%
32 33
34
35 36