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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
926
SOA Wealth Advisors
New York
$246K +$8.47K +22 +4%
EFG
927
Everhart Financial Group
Ohio
$246K
T
928
Tidemark
California
$244K -$5.39K -14 -2%
Kayne Anderson Rudnick Investment Management
929
Kayne Anderson Rudnick Investment Management
California
$243K
BMCM
930
Bryn Mawr Capital Management
Pennsylvania
$242K
LWMG
931
Levy Wealth Management Group
Pennsylvania
$242K
CFS
932
Commonwealth Financial Services
West Virginia
$241K
FRA
933
Front Row Advisors
California
$241K
NSIM
934
North Star Investment Management
Illinois
$241K
BIA
935
Beacon Investment Advisors
Maryland
$239K +$1.16K +3 +0.5%
BFO
936
Biltmore Family Office
North Carolina
$239K
PIA
937
Powell Investment Advisors
Florida
$239K
HWMA
938
Heritage Wealth Management (Arizona)
Arizona
$239K
G
939
GenTrust
Florida
$238K +$230K +598 New
GFWA
940
Grey Fox Wealth Advisors
Delaware
$238K +$230K +597 New
WH
941
Whitcomb & Hess
Ohio
$237K
MF
942
Meridian Financial
Massachusetts
$237K +$8.09K +21 +4%
PP
943
PDS Planning
Ohio
$237K +$385 +1 +0.2%
HG
944
Harbor Group
New Hampshire
$237K
GCAC
945
Guardian Capital Advisors (Canada)
Ontario, Canada
$236K
BFC
946
Blue Fin Capital
Rhode Island
$235K -$13.1K -34 -5%
IFAM
947
Institutional & Family Asset Management
Colorado
$235K -$10.4K -27 -4%
CT
948
Colonial Trust
South Carolina
$235K
SPC
949
Spirepoint Private Client
Florida
$235K +$227K +590 New
RWP
950
Revolve Wealth Partners
New Jersey
$234K +$385 +1 +0.2%