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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
926
Heritage Family Offices
Arizona
$235K +$233K +600 New
G
927
GenTrust
Florida
$234K – – –
WH
928
Whitcomb & Hess
Ohio
$233K – – –
PP
929
PDS Planning
Ohio
$233K – – –
DFG
930
Delta Financial Group
New Jersey
$233K +$10.5K +27 +5%
HG
931
Harbor Group
New Hampshire
$233K – – –
CT
932
Colonial Trust
South Carolina
$231K – – –
SPC
933
Spirepoint Private Client
Florida
$231K – – –
SF
934
Slagle Financial
Illinois
$230K +$16.7K +43 +8%
ELM
935
Elite Life Management
Florida
$230K – – –
TW
936
TrinityPoint Wealth
Connecticut
$229K – – –
RPSA
937
Richard P. Slaughter Associates
Texas
$229K +$388 +1 +0.2%
APW
938
Atlantic Private Wealth
North Carolina
$226K +$776 +2 +0.3%
MF
939
Meridian Financial
Massachusetts
$225K -$8.15K -21 -4%
GC
940
Gibson Capital
Pennsylvania
$225K – – –
KCPG
941
Kavar Capital Partners Group
Kansas
$225K – – –
GSIAS
942
Garden State Investment Advisory Services
New Jersey
$225K +$388 +1 +0.2%
CAM
943
Clark Asset Management
New Hampshire
$222K +$221K +569 New
IFAM
944
Institutional & Family Asset Management
Colorado
$222K -$8.54K -22 -4%
RIA
945
Realta Investment Advisors
Delaware
$222K +$388 +1 +0.2%
FUBT
946
First United Bank & Trust
Maryland
$221K -$7.76K -20 -3%
SWA
947
SFMG Wealth Advisors
Texas
$221K – – –
OFS
948
OneAscent Financial Services
Alabama
$221K +$388 +1 +0.2%
MHS
949
M Holdings Securities
Oregon
$221K +$220K +566 New
BFC
950
Blue Fin Capital
Rhode Island
$221K -$10.5K -27 -5%
36 37
38
39 40