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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
876
WealthPLAN Partners
Nebraska
$117K +$116K +350 New
EWP
877
Elevation Wealth Partners
California
$114K +$114K +343 New
TC
878
Trust Company
Kansas
$112K – – –
EDRH
879
Edmond de Rothschild Holding
Switzerland
$112K +$8.31K +25 +8%
AIP
880
Ameritas Investment Partners
Nebraska
$111K +$46.5K +140 +72%
TWM
881
Tradition Wealth Management
Minnesota
$108K +$2.99K +9 +3%
PO
882
Private Ocean
California
$108K +$332 +1 +0.3%
SC
883
Stephens Consulting
Michigan
$108K +$332 +1 +0.3%
PMFA
884
Plante Moran Financial Advisors
Michigan
$107K +$33.2K +100 +45%
JMF
885
Johnson Midwest Financial
Iowa
$107K +$332 +1 +0.3%
CCA
886
Column Capital Advisors
Indiana
$103K – – –
HIA
887
Harbor Investment Advisory
Maryland
$100K – – –
FMP
888
Financial Management Professionals
Texas
$100K – – –
BWA
889
BDO Wealth Advisors
Florida
$99.8K – – –
CLOS
890
Compagnie Lombard Odier SCmA
Switzerland
$99.8K -$64.5K -194 -39%
SN
891
Sittner & Nelson
Oregon
$99.8K – – –
AWM
892
Activest Wealth Management
Florida
$95.3K -$5.27M -15,862 -98%
GM
893
GeoWealth Management
Illinois
$93K +$93K +280 New
CFFP
894
Center for Financial Planning
Michigan
$90.5K – – –
FMTCOCP
895
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K – – –
CFD
896
Creative Financial Designs
Indiana
$88.6K +$16.6K +50 +23%
CHC
897
City Holding Co
West Virginia
$88.1K – – –
HWP
898
Highline Wealth Partners
California
$86.5K – – –
AWM
899
Abound Wealth Management
Tennessee
$83.2K – – –
GEA
900
Glen Eagle Advisors
New Jersey
$83.2K – – –
34 35
36
37 38