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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
851
TS Financial Group (TSFG)
Illinois
$20K – – –
HA
852
Herold Advisors
New York
$20K +$21K +60 New
SIS
853
Sound Income Strategies
Florida
$18K – – –
WLPWM
854
Walled Lake Planning & Wealth Management
Illinois
$18K – – –
CHA
855
Carmichael Hill & Associates
Maryland
$17K – – –
DRS
856
Deane Retirement Strategies
Louisiana
$17K – – –
MSFP
857
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
NC
858
NewSquare Capital
Pennsylvania
$17K – – –
ETI
859
Enterprise Trust & Investment
California
$15K +$15K +43 New
WWMSC
860
Wagner Wealth Management (South Carolina)
South Carolina
$14K -$34.6K -99 -71%
CWA
861
Clearview Wealth Advisors
Oregon
$14K – – –
FCM
862
Firestone Capital Management
Florida
$14K – – –
MPWT
863
MassMutual Private Wealth & Trust
Connecticut
$14K +$14K +40 New
ODG
864
O'Dell Group
Ohio
$14K +$14.3K +41 New
FPFS
865
First Personal Financial Services
North Carolina
$13K – – –
LWA
866
Lowe Wealth Advisors
Maryland
$12K – – –
LWP
867
Lumature Wealth Partners
Georgia
$10K – – –
RIA
868
RPG Investment Advisory
California
$10K – – –
CQS
869
Credential Qtrade Securities
$8.46K – – –
EWM
870
Endurance Wealth Management
Rhode Island
$8K – – –
TCM
871
Tradewinds Capital Management
Washington
$8K – – –
MHR
872
Matthew Hamilton Rosenberg
$8K +$8.38K +24 New
CWM
873
Cranbrook Wealth Management
Michigan
$7K – – –
EAM
874
Eukles Asset Management
Ohio
$7K – – –
JPLA
875
Joseph P. Lucia & Associates
New York
$7K – – –
33 34
35
36 37