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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
901
Checchi Capital Advisers
California
$272K – – –
IAA
902
Independent Advisor Alliance
North Carolina
$270K – – –
SC
903
Schulhoff & Co
Ohio
$270K – – –
JAIC
904
Josh Arnold Investment Consultant
Minnesota
$270K +$261K +678 New
GGS
905
Galvin Gaustad & Stein
Arizona
$268K – – –
HWA
906
Heritage Wealth Advisors
Virginia
$268K -$15.4K -40 -6%
FWCM
907
Ferguson Wellman Capital Management
Oregon
$268K – – –
CW
908
CIC Wealth
Maryland
$267K – – –
NCM
909
Neumann Capital Management
California
$267K – – –
CBFP
910
Cedar Brook Financial Partners
Ohio
$265K – – –
ACI
911
Alpha Cubed Investments
California
$264K -$248K -645 -49%
EP
912
Eudaimonia Partners
Tennessee
$264K -$3.85K -10 -1%
ORC
913
O'Rourke & Company
Massachusetts
$261K +$16.2K +42 +7%
MFGM
914
Marshall Financial Group (Maryland)
Maryland
$259K – – –
ZCI
915
Zevenbergen Capital Investments
Washington
$259K – – –
CAM
916
Councilmark Asset Management
Tennessee
$259K +$250K +650 New
FCA
917
FinTrust Capital Advisors
South Carolina
$256K – – –
GAA
918
Global Assets Advisory
Florida
$255K +$248K +645 New
MFG
919
Marmo Financial Group
Tennessee
$252K – – –
DF
920
Dunhill Financial
United Kingdom
$249K +$385 +1 +0.2%
CSWM
921
Cassady Schiller Wealth Management
Ohio
$249K – – –
CHJWM
922
Carlton Hofferkamp & Jenks Wealth Management
Texas
$249K -$257K -667 -51%
NPT
923
National Philanthropic Trust
Pennsylvania
$249K – – –
LWM
924
Liberty Wealth Management
California
$248K -$120K -311 -33%
AWM
925
Accel Wealth Management
Iowa
$248K +$26.2K +68 +12%
35 36
37
38 39