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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
851
Focus Partners Advisor Solutions
Missouri
$394K -$349K -806 -47%
WAL
852
W Advisors LLC
Tennessee
$394K – – –
IIA
853
IPG Investment Advisors
California
$393K +$80.1K +185 +25%
WA
854
WESPAC Advisors
California
$388K +$395K +913 New
PCMN
855
Paradigm Capital Management (Nevada)
Nevada
$388K -$4.33K -10 -1%
WF
856
Welch & Forbes
Massachusetts
$388K – – –
FCA
857
Fortis Capital Advisors
Kansas
$387K +$23.8K +55 +6%
RPCONE
858
Retirement Planning Company of New England
Rhode Island
$386K +$75.8K +175 +24%
HSWM
859
Hubbell Strickland Wealth Management
Louisiana
$385K -$13.4K -31 -3%
KTA
860
Keeley-Teton Advisors
Illinois
$383K – – –
PAS
861
Park Avenue Securities
New York
$381K +$388K +896 New
OCM
862
One Capital Management
California
$380K +$866 +2 +0.2%
RS
863
Rakuten Securities
Japan
$380K +$312K +720 +419%
LTI
864
Laffer Tengler Investments
Tennessee
$378K +$81.8K +189 +27%
MW
865
Marcum Wealth
Ohio
$377K +$384K +886 New
AF
866
Advisornet Financial
Minnesota
$377K – – –
AWM
867
AllSquare Wealth Management
New York
$377K – – –
MFG
868
MidWestOne Financial Group
Iowa
$377K – – –
WAG
869
Winthrop Advisory Group
Massachusetts
$375K – – –
SWP
870
Strategic Wealth Partners
Ohio
$375K -$42.9K -99 -11%
AC
871
Apella Capital
Connecticut
$374K +$20.3K +47 +6%
WIM
872
WealthPlan Investment Management
Nebraska
$374K +$144K +332 +61%
MM
873
Meridian Management
Arkansas
$373K -$5.63K -13 -1%
WPW
874
Waldron Private Wealth
Pennsylvania
$373K – – –
HWP
875
Highline Wealth Partners
California
$373K -$9.52K -22 -2%
33 34
35
36 37