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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
EG
926
Ellerson Group
Maryland
$311K – – –
FWM
927
Focused Wealth Management
New York
$310K +$35.9K +83 +13%
TCWM
928
Total Clarity Wealth Management
Illinois
$310K – – –
SYBT
929
Stock Yards Bank & Trust
Kentucky
$309K -$3.03K -7 -0.9%
BFIC
930
Bedell Frazier Investment Counselling
California
$307K -$173K -400 -35%
KWM
931
Keebeck Wealth Management
Illinois
$307K – – –
WIM
932
Warwick Investment Management
Texas
$305K +$432 +1 +0.1%
IG
933
ING Group
Netherlands
$301K +$310K +717 New
FNBOO
934
First National Bank of Omaha
Nebraska
$301K – – –
HNW
935
High Note Wealth
Minnesota
$300K – – –
BS
936
Banco Santander
Spain
$300K +$61.8K +143 +25%
BCWM
937
Bartlett & Co Wealth Management
Ohio
$299K – – –
BTI
938
Blue Trust Inc
Georgia
$294K +$71.8K +166 +31%
RIM
939
Rockbridge Investment Management
New York
$294K – – –
DPI
940
Diversified Portfolios Inc
Michigan
$294K – – –
KA
941
Kozak & Associates
Colorado
$292K -$1.3K -3 -0.4%
ORC
942
O'Rourke & Company
Massachusetts
$291K +$15.6K +36 +5%
FF
943
Francis Financial
$290K – – –
GJIA
944
Glass Jacobson Investment Advisors
Maryland
$290K – – –
SWA
945
ShankerValleau Wealth Advisors
Illinois
$290K – – –
JC
946
JB Capital
Connecticut
$289K +$298K +690 New
BWM
947
BNC Wealth Management
Oregon
$289K -$7.35K -17 -2%
TWM
948
TCFG Wealth Management
California
$289K -$133K -307 -31%
AF
949
Aldebaran Financial
$289K -$865 -2 -0.3%
PD
950
Planning Directions
Pennsylvania
$288K +$297K +687 New
36 37
38
39 40