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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
826
Park Avenue Securities
New York
$420K -$116K -258 -22%
LFP
827
Leeward Financial Partners
Washington
$420K – – –
EAM
828
Empirical Asset Management
Massachusetts
$417K – – –
FSC
829
Full Sail Capital
Oklahoma
$417K – – –
EFG
830
Everhart Financial Group
Ohio
$416K -$9.01K -20 -2%
HKIM
831
Hayek Kallen Investment Management
Alabama
$416K -$22.5K -50 -5%
PG
832
Prostatis Group
Maryland
$414K -$17.2M -38,055 -98%
MAS
833
Meeder Advisory Services
Ohio
$414K -$5.41K -12 -1%
BWM
834
BlackDiamond Wealth Management
New York
$413K +$31.1K +69 +8%
CA
835
Cornerstone Advisory
Maryland
$413K -$10.4K -23 -3%
OCM
836
One Capital Management
California
$413K – – –
MFG
837
MidWestOne Financial Group
Iowa
$411K – – –
WAG
838
Winthrop Advisory Group
Massachusetts
$410K – – –
DWM
839
Diversify Wealth Management
Utah
$409K +$901 +2 +0.2%
WPW
840
Waldron Private Wealth
Pennsylvania
$408K – – –
PMSA
841
Patrick M. Sweeney & Associates
Illinois
$407K +$9.01K +20 +2%
MM
842
Meridian Management
Arkansas
$407K – – –
IWP
843
Innova Wealth Partners
Pennsylvania
$406K – – –
GBWM
844
Granite Bay Wealth Management
New Hampshire
$406K +$395K +876 New
RPCONE
845
Retirement Planning Company of New England
Rhode Island
$403K -$20.3K -45 -5%
KFA
846
Kapstone Financial Advisors
Ohio
$403K +$97.4K +216 +33%
SFWC
847
Strategic Family Wealth Counselors
New Jersey
$403K +$451 +1 +0.1%
MAG
848
M3 Advisory Group
Massachusetts
$402K -$22.5K -50 -5%
PP
849
Patten & Patten
Tennessee
$402K – – –
DCM
850
Davidson Capital Management
Texas
$400K – – –
32 33
34
35 36