We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
901
Schrum Private Wealth Management
Florida
$335K -$12.9K -31 -4%
WCM
902
Wealthcare Capital Management
Virginia
$334K – – –
AL
903
Aspiriant LLC
California
$334K – – –
TCWM
904
Total Clarity Wealth Management
Illinois
$333K +$12K +29 +4%
NSIM
905
North Star Investment Management
Illinois
$333K +$62.2K +150 +25%
SFG
906
Sage Financial Group
Pennsylvania
$330K – – –
SPAS
907
Spectrum Planning & Advisory Services
California
$330K +$311K +749 New
SCG
908
Sonata Capital Group
Washington
$330K – – –
PCM
909
Parsons Capital Management
Rhode Island
$330K – – –
CWM
910
Chemistry Wealth Management
New York
$328K -$9.96K -24 -3%
RWP
911
Ridgecrest Wealth Partners
California
$328K – – –
ALA
912
Atlas Legacy Advisors
California
$327K – – –
GFA
913
Gallagher Fiduciary Advisors
Illinois
$327K – – –
MCM
914
Monument Capital Management
Virginia
$327K -$42.7K -103 -12%
CPC
915
Consolidated Planning Corp
Georgia
$327K – – –
EG
916
Ellerson Group
Maryland
$326K – – –
FTWA
917
Fifth Third Wealth Advisors
Ohio
$324K +$85.1K +205 +39%
CCM
918
Coldstream Capital Management
Washington
$323K -$11.2K -27 -4%
AF
919
Advisornet Financial
Minnesota
$323K -$63.9K -154 -17%
KWM
920
Keebeck Wealth Management
Illinois
$323K – – –
CCA
921
Checchi Capital Advisers
California
$321K -$21.6K -52 -7%
WIM
922
Warwick Investment Management
Texas
$320K +$415 +1 +0.1%
AIA
923
Accelerate Investment Advisors
California
$320K +$41.5K +100 +16%
SWA
924
Sax Wealth Advisors
New Jersey
$319K -$354K -854 -54%
BTI
925
Blue Trust Inc
Georgia
$318K +$8.3K +20 +3%
35 36
37
38 39