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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
826
Kellett Wealth Advisors
Ohio
$399K +$10.4K +24 +3%
AC
827
Apella Capital
Connecticut
$399K +$44.1K +102 +12%
Franklin Resources
828
Franklin Resources
California
$398K -$346K -800 -46%
MG
829
Mather Group
Illinois
$391K +$40.7K +94 +11%
RPCONE
830
Retirement Planning Company of New England
Rhode Island
$389K +$9.08K +21 +2%
WAL
831
W Advisors LLC
Tennessee
$388K – – –
CA
832
CGN Advisors
Kansas
$386K -$10.4K -24 -3%
RFP
833
Root Financial Partners
California
$383K +$35.5K +82 +10%
WF
834
Welch & Forbes
Massachusetts
$383K – – –
FFM
835
Forum Financial Management
Illinois
$379K +$71.4K +165 +22%
FSC
836
Full Sail Capital
Oklahoma
$378K +$389K +900 New
EAM
837
Empirical Asset Management
Massachusetts
$378K +$389K +900 New
TI
838
Tidal Investments
Wisconsin
$377K -$172K -398 -31%
IWP
839
Innova Wealth Partners
Pennsylvania
$375K +$25.9K +60 +7%
OCM
840
One Capital Management
California
$375K – – –
CA
841
Continuum Advisory
Idaho
$373K -$49.7K -115 -11%
CA
842
Cornerstone Advisory
Maryland
$372K +$8.65K +20 +2%
WP
843
WealthShield Partners
North Carolina
$372K +$102K +235 +36%
AF
844
Advisornet Financial
Minnesota
$372K – – –
AWM
845
AllSquare Wealth Management
New York
$372K – – –
MFG
846
MidWestOne Financial Group
Iowa
$372K – – –
WAG
847
Winthrop Advisory Group
Massachusetts
$371K – – –
WPW
848
Waldron Private Wealth
Pennsylvania
$369K – – –
MM
849
Meridian Management
Arkansas
$368K – – –
WIM
850
WealthPlan Investment Management
Nebraska
$367K -$2.6K -6 -0.7%