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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
826
Bluesphere Advisors
Pennsylvania
$470K – – –
PAM
827
Palisade Asset Management
Minnesota
$468K – – –
SGFG
828
Silver Grove Financial Group
New York
$468K +$489K +1,010 New
HA
829
Hegarty Advisors
New York
$467K -$4.84K -10 -1%
SFG
830
Sather Financial Group
Texas
$466K – – –
CSIC
831
Clifford Swan Investment Counsel
California
$464K – – –
SP
832
Successful Portfolios
Florida
$463K -$872K -1,800 -64%
CTA
833
Chesley Taft & Associates
Illinois
$463K – – –
CWM
834
Capstone Wealth Management
Montana
$463K – – –
PSIWM
835
Paradigm Strategies in Wealth Management
Minnesota
$461K – – –
FTWA
836
Fifth Third Wealth Advisors
Ohio
$460K +$127K +263 +36%
ST
837
Spinnaker Trust
Maine
$459K – – –
AM
838
AGF Management
Ontario, Canada
$459K – – –
MWM
839
Mattern Wealth Management
Kansas
$458K -$17K -35 -3%
VIP
840
Vista Investment Partners
Oklahoma
$455K – – –
PCH
841
PGIM Custom Harvest
New Jersey
$454K +$25.2K +52 +6%
RAG
842
RIA Advisory Group
Iowa
$453K +$85.7K +177 +22%
HFRG
843
Houlihan Financial Resource Group
Virginia
$452K – – –
SVWG
844
Shared Vision Wealth Group
United States
$450K +$206K +426 +78%
AC
845
AlphaCore Capital
California
$448K -$804K -1,659 -63%
PWMG
846
Pinnacle Wealth Management Group
Michigan
$448K -$37.3K -77 -7%
JC
847
JB Capital
Connecticut
$446K +$116K +240 +33%
DCA
848
DSG Capital Advisors
Minnesota
$446K – – –
WAL
849
W Advisors LLC
Tennessee
$443K +$15K +31 +3%
SC
850
Sierra Capital
Florida
$442K – – –
32 33
34
35 36