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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
826
Kellett Wealth Advisors
Ohio
$420K +$1.25K +3 +0.3%
NFP
827
Narus Financial Partners
Utah
$419K -$20.7K -50 -5%
HKIM
828
Hayek Kallen Investment Management
Alabama
$417K +$117K +282 +42%
MMCM
829
Murphy & Mullick Capital Management
New York
$414K +$272K +656 +233%
MG
830
Mather Group
Illinois
$409K -$415 -1 -0.1%
WAL
831
W Advisors LLC
Tennessee
$408K – – –
CA
832
CGN Advisors
Kansas
$405K – – –
EFG
833
Everhart Financial Group
Ohio
$405K +$124K +300 +49%
MAG
834
M3 Advisory Group
Massachusetts
$404K -$17.8K -43 -4%
RPCONE
835
Retirement Planning Company of New England
Rhode Island
$403K -$4.98K -12 -1%
CA
836
Cornerstone Advisory
Maryland
$402K +$415 +1 +0.1%
WF
837
Welch & Forbes
Massachusetts
$401K – – –
MAS
838
Meeder Advisory Services
Ohio
$399K +$53.9K +130 +17%
LFP
839
Leeward Financial Partners
Washington
$399K +$376K +905 New
FFM
840
Forum Financial Management
Illinois
$398K +$415 +1 +0.1%
FSC
841
Full Sail Capital
Oklahoma
$397K – – –
EAM
842
Empirical Asset Management
Massachusetts
$397K – – –
FAIM
843
Financial Advocates Investment Management
Washington
$393K -$638K -1,538 -63%
OCM
844
One Capital Management
California
$392K -$830 -2 -0.2%
AWM
845
AllSquare Wealth Management
New York
$390K – – –
MFG
846
MidWestOne Financial Group
Iowa
$390K – – –
HSWM
847
Hubbell Strickland Wealth Management
Louisiana
$390K +$10.4K +25 +3%
WAG
848
Winthrop Advisory Group
Massachusetts
$390K – – –
WPW
849
Waldron Private Wealth
Pennsylvania
$388K – – –
MM
850
Meridian Management
Arkansas
$387K – – –
32 33
34
35 36