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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
826
Innova Wealth Partners
Pennsylvania
$489K +$66.7K +141 +16%
KCM
827
Kanawha Capital Management
Virginia
$488K -$1.89K -4 -0.4%
FA
828
Freestate Advisors
Kansas
$488K +$1.89K +4 +0.4%
BA
829
Bluesphere Advisors
Pennsylvania
$488K -$11.8K -25 -2%
PAM
830
Palisade Asset Management
Minnesota
$486K – – –
SFG
831
Sather Financial Group
Texas
$483K +$196K +415 +70%
CSIC
832
Clifford Swan Investment Counsel
California
$482K – – –
CWM
833
Calamos Wealth Management
Illinois
$481K – – –
CTA
834
Chesley Taft & Associates
Illinois
$481K – – –
PA
835
Parallel Advisors
California
$480K +$7.57K +16 +2%
PSIWM
836
Paradigm Strategies in Wealth Management
Minnesota
$479K – – –
CWM
837
Capstone Wealth Management
Montana
$478K +$470K +994 New
ST
838
Spinnaker Trust
Maine
$477K – – –
PL
839
Plancorp LLC
Missouri
$477K +$1.89K +4 +0.4%
CCP
840
Cane Capital Partners
Louisiana
$476K +$469K +991 New
DCA
841
DSG Capital Advisors
Minnesota
$476K -$129K -272 -22%
AM
842
AGF Management
Ontario, Canada
$476K -$7.1K -15 -1%
VIP
843
Vista Investment Partners
Oklahoma
$472K – – –
HFRG
844
Houlihan Financial Resource Group
Virginia
$471K +$462K +976 New
DAS
845
Diversify Advisory Services
Utah
$470K +$450K +952 New
AW
846
Alteri Wealth
California
$464K +$2.37K +5 +0.5%
EW
847
Element Wealth
Mississippi
$459K -$4.73K -10 -1%
SC
848
Sierra Capital
Florida
$459K – – –
G
849
GenTrust
Florida
$457K -$25.1K -53 -5%
CA
850
Crewe Advisors
Utah
$455K -$91.3K -193 -17%
32 33
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35 36