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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CDWM
826
Campbell Deegan Wealth Management
Virginia
$491K +$946 +2 +0.2%
HWM
827
Horizon Wealth Management
Illinois
$490K -$304K -643 -39%
HA
828
Hegarty Advisors
New York
$489K +$482K +1,018 New
IWP
829
Innova Wealth Partners
Pennsylvania
$489K +$66.7K +141 +16%
KCM
830
Kanawha Capital Management
Virginia
$488K -$1.89K -4 -0.4%
FA
831
Freestate Advisors
Kansas
$488K +$1.89K +4 +0.4%
BA
832
Bluesphere Advisors
Pennsylvania
$488K -$11.8K -25 -2%
PAM
833
Palisade Asset Management
Minnesota
$486K – – –
SFG
834
Sather Financial Group
Texas
$483K +$196K +415 +70%
CSIC
835
Clifford Swan Investment Counsel
California
$482K – – –
CWM
836
Calamos Wealth Management
Illinois
$481K – – –
CTA
837
Chesley Taft & Associates
Illinois
$481K – – –
PA
838
Parallel Advisors
California
$480K +$7.57K +16 +2%
PSIWM
839
Paradigm Strategies in Wealth Management
Minnesota
$479K – – –
CWM
840
Capstone Wealth Management
Montana
$478K +$470K +994 New
ST
841
Spinnaker Trust
Maine
$477K – – –
PL
842
Plancorp LLC
Missouri
$477K +$1.89K +4 +0.4%
CCP
843
Cane Capital Partners
Louisiana
$476K +$469K +991 New
DCA
844
DSG Capital Advisors
Minnesota
$476K -$129K -272 -22%
AM
845
AGF Management
Ontario, Canada
$476K -$7.1K -15 -1%
VIP
846
Vista Investment Partners
Oklahoma
$472K – – –
HFRG
847
Houlihan Financial Resource Group
Virginia
$471K +$462K +976 New
DAS
848
Diversify Advisory Services
Utah
$470K +$450K +952 New
AW
849
Alteri Wealth
California
$464K +$2.37K +5 +0.5%
EW
850
Element Wealth
Mississippi
$459K -$4.73K -10 -1%
32 33
34
35 36