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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
DRS
851
Deane Retirement Strategies
Louisiana
$17K – – –
MSFP
852
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
WLPWM
853
Walled Lake Planning & Wealth Management
Illinois
$17K – – –
CHA
854
Carmichael Hill & Associates
Maryland
$16K – – –
TC
855
Tacita Capital
Ontario, Canada
$15K +$14.2K +45 New
CWA
856
Clearview Wealth Advisors
Oregon
$14K – – –
FCM
857
Firestone Capital Management
Florida
$14K – – –
FPFS
858
First Personal Financial Services
North Carolina
$13K – – –
WWMSC
859
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$12.6K +40 New
PG
860
Proffitt & Goodson
Tennessee
$12K -$7.89K -25 -42%
LWA
861
Lowe Wealth Advisors
Maryland
$12K – – –
RIA
862
RPG Investment Advisory
California
$10K -$6K -19 -39%
SWA
863
SOA Wealth Advisors
New York
$10K – – –
LWP
864
Lumature Wealth Partners
Georgia
$10K +$9.47K +30 New
RWG
865
Regal Wealth Group
California
$9K – – –
BCPWM
866
Bradley & Co Private Wealth Management
Florida
$9K +$8.84K +28 New
CQS
867
Credential Qtrade Securities
$8.25K – – –
EWM
868
Endurance Wealth Management
Rhode Island
$8K -$39.5K -125 -84%
TCM
869
Tradewinds Capital Management
Washington
$8K – – –
CWM
870
Cranbrook Wealth Management
Michigan
$7K – – –
CFD
871
Creative Financial Designs
Indiana
$7K – – –
EAM
872
Eukles Asset Management
Ohio
$7K – – –
JPLA
873
Joseph P. Lucia & Associates
New York
$7K – – –
PFGIA
874
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
KFS
875
Kelly Financial Services
Massachusetts
$5.94K – – –
33 34
35
36 37