We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
826
Prosperity Planning
Missouri
$300K – – –
RCA
827
Ranch Capital Advisors
Florida
$300K -$11.9K -34 -4%
GM
828
GeoWealth Management
Illinois
$298K -$834K -2,387 -75%
GFA
829
Gallagher Fiduciary Advisors
Illinois
$295K -$699 -2 -0.3%
OWA
830
Octavia Wealth Advisors
Ohio
$294K -$23.4K -67 -8%
CA
831
Cornerstone Advisory
Maryland
$294K -$52.8K -151 -16%
IA
832
Inspire Advisors
Idaho
$294K +$272K +779 New
PWP
833
Phillips Wealth Planners
Mississippi
$293K +$274K +783 New
FCFC
834
First Citizens Financial Corp
Iowa
$292K – – –
MAS
835
Meeder Advisory Services
Ohio
$292K – – –
KA
836
Kozak & Associates
Colorado
$292K -$15.7K -45 -5%
SRL
837
Scientech Research LLC
New Jersey
$291K +$270K +772 New
PWA
838
PCG Wealth Advisors
Kansas
$290K -$402K -1,150 -60%
AFG
839
Albion Financial Group
Utah
$290K -$43.3K -124 -14%
PGWM
840
Pitti Group Wealth Management
New York
$290K -$36.3K -104 -12%
HSWM
841
Hubbell Strickland Wealth Management
Louisiana
$289K +$2.8K +8 +1%
AP
842
Appleton Partners
Massachusetts
$288K -$27.3K -78 -9%
SJGA
843
Stephen J. Garry & Associates
New York
$288K +$267K +763 New
BWM
844
BlackDiamond Wealth Management
New York
$287K -$6.64K -19 -2%
WCM
845
Wealthcare Capital Management
Virginia
$286K – – –
AL
846
Aspiriant LLC
California
$286K – – –
ACA
847
Aspire Capital Advisors
Washington
$285K -$197K -565 -43%
FWM
848
Focused Wealth Management
New York
$283K – – –
PAM
849
Palisade Asset Management
Minnesota
$283K – – –
SFG
850
Sage Financial Group
Pennsylvania
$283K +$14K +40 +6%
32 33
34
35 36