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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
851
Fortitude Advisory Group
Washington
$366K -$95.1K -220 -19%
PIM
852
Penobscot Investment Management
Massachusetts
$365K +$51.9K +120 +16%
SFWC
853
Strategic Family Wealth Counselors
New Jersey
$364K +$865 +2 +0.2%
PP
854
Patten & Patten
Tennessee
$364K -$32.4K -75 -8%
PCA
855
Purkiss Capital Advisors
Connecticut
$363K +$1.73K +4 +0.5%
EWM
856
Evermay Wealth Management
Virginia
$362K – – –
HSWM
857
Hubbell Strickland Wealth Management
Louisiana
$361K -$19.5K -45 -5%
PMSA
858
Patrick M. Sweeney & Associates
Illinois
$360K – – –
GFL
859
Granite FO LLC
New Hampshire
$359K – – –
MPW
860
Monterey Private Wealth
California
$357K +$865 +2 +0.2%
SRL
861
Scientech Research LLC
New Jersey
$357K +$368K +850 New
FFP
862
Freedom Financial Partners
Minnesota
$356K +$432 +1 +0.1%
HWP
863
Highline Wealth Partners
California
$355K -$12.5K -29 -3%
MCM
864
Monument Capital Management
Virginia
$355K – – –
PSF
865
Pacific Sun Financial
California
$355K – – –
AFG
866
Albion Financial Group
Utah
$353K -$373K -862 -51%
CMI
867
Clare Market Investments
Texas
$352K +$1.73K +4 +0.5%
CFG
868
Cooper Financial Group
California
$352K -$3.89K -9 -1%
KWM
869
KFG Wealth Management
Indiana
$350K – – –
WAM
870
WNY Asset Management
New York
$350K – – –
PAS
871
Park Avenue Securities
New York
$349K -$27.7K -64 -7%
RAG
872
RIA Advisory Group
Iowa
$349K -$432 -1 -0.1%
FNBSF
873
First National Bank Sioux Falls
South Dakota
$348K – – –
DWM
874
Diversify Wealth Management
Utah
$348K -$61K -141 -14%
SIMG
875
Sonora Investment Management Group
Arizona
$347K -$2.6K -6 -0.7%
33 34
35
36 37