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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
901
Trifecta Capital Advisors
Illinois
$140K – – –
EDRH
902
Edmond de Rothschild Holding
Switzerland
$134K +$24.3K +70 +21%
JGIA
903
Jackson Grant Investment Advisers
Connecticut
$130K +$694 +2 +0.5%
BFPW
904
BOK Financial Private Wealth
Colorado
$130K – – –
WAS
905
Winch Advisory Services
Wisconsin
$128K +$694 +2 +0.5%
CFFP
906
Center for Financial Planning
Michigan
$125K +$35K +101 +37%
CBT
907
CoreFirst Bank & Trust
Kansas
$124K – – –
AAP
908
Arax Advisory Partners
Colorado
$123K +$347 +1 +0.3%
TSWM
909
Tyler-Stone Wealth Management
Ohio
$122K – – –
WTG
910
West Tower Group
Virginia
$121K -$135K -389 -52%
AIP
911
Ameritas Investment Partners
Nebraska
$119K – – –
TC
912
Trust Company
Kansas
$113K – – –
MA
913
MCF Advisors
Kentucky
$110K +$114K +328 New
TWM
914
Tradition Wealth Management
Minnesota
$109K +$347 +1 +0.3%
SC
915
Stephens Consulting
Michigan
$109K +$347 +1 +0.3%
EWP
916
Elevation Wealth Partners
California
$108K -$6.94K -20 -6%
PMFA
917
Plante Moran Financial Advisors
Michigan
$108K – – –
CAS
918
Coppell Advisory Solutions
Texas
$107K +$52.7K +152 +89%
USB
919
Union Savings Bank
Connecticut
$106K – – –
CCA
920
Column Capital Advisors
Indiana
$104K – – –
AIM
921
Anchor Investment Management
South Carolina
$102K +$51.7K +149 +97%
HIA
922
Harbor Investment Advisory
Maryland
$101K – – –
CLOS
923
Compagnie Lombard Odier SCmA
Switzerland
$100K – – –
SN
924
Sittner & Nelson
Oregon
$100K – – –
FMP
925
Financial Management Professionals
Texas
$100K – – –
35 36
37
38 39