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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
901
Marshall Financial Group (Maryland)
Maryland
$245K – – –
ZCI
902
Zevenbergen Capital Investments
Washington
$245K – – –
FCA
903
FinTrust Capital Advisors
South Carolina
$243K +$10.5K +30 +5%
CA
904
CGN Advisors
Kansas
$243K +$225K +644 New
WP
905
WealthPLAN Partners
Nebraska
$243K +$225K +643 New
LWMG
906
Levy Wealth Management Group
Pennsylvania
$242K -$73K -209 -25%
DT
907
Diversified Trust
Tennessee
$242K – – –
CFS
908
Commonwealth Financial Services
West Virginia
$241K -$3.84K -11 -2%
SPWM
909
Schrum Private Wealth Management
Florida
$241K +$224K +640 New
NWM
910
NRI Wealth Management
California
$240K +$222K +636 New
MFG
911
Marmo Financial Group
Tennessee
$239K – – –
EWG
912
Executive Wealth Group
Washington
$238K +$1.05K +3 +0.5%
T
913
Tidemark
California
$237K +$219K +628 New
TSS
914
Two Sigma Securities
New York
$236K +$219K +627 New
DF
915
Dunhill Financial
United Kingdom
$236K +$1.4K +4 +0.6%
BFC
916
Blue Fin Capital
Rhode Island
$236K – – –
CSWM
917
Cassady Schiller Wealth Management
Ohio
$236K – – –
NPT
918
National Philanthropic Trust
Pennsylvania
$236K +$218K +625 New
GCAC
919
Guardian Capital Advisors (Canada)
Ontario, Canada
$236K +$218K +625 New
CAG
920
Crestwood Advisors Group
Massachusetts
$234K +$217K +620 New
BDF
921
Black Diamond Financial
Maryland
$234K +$1.05K +3 +0.5%
EFG
922
Everhart Financial Group
Ohio
$233K +$216K +618 New
IFAM
923
Institutional & Family Asset Management
Colorado
$233K -$16.8K -48 -7%
FPFS
924
First Personal Financial Services
North Carolina
$232K – – –
YDMI
925
Y.D. More Investments
Israel
$231K +$4.19K +12 +2%
35 36
37
38 39