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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
926
Aldebaran Financial
$321K -$4.51K -10 -1%
FF
927
Francis Financial
$320K – – –
SWA
928
ShankerValleau Wealth Advisors
Illinois
$320K – – –
SA
929
SoundView Advisors
Washington
$319K – – –
ORC
930
O'Rourke & Company
Massachusetts
$317K +$451 +1 +0.1%
EIP
931
Ellis Investment Partners
Pennsylvania
$317K -$451 -1 -0.1%
VCP
932
Vista Capital Partners
Oregon
$317K +$451 +1 +0.1%
AUB
933
Atlantic Union Bankshares
Virginia
$316K – – –
FRA
934
Front Row Advisors
California
$316K – – –
ISL
935
Ingalls & Snyder LLC
New York
$312K -$451 -1 -0.1%
JC
936
JB Capital
Connecticut
$312K -$62.6K -139 -17%
MA
937
MONECO Advisors
Connecticut
$311K +$24.3K +54 +9%
CHJWM
938
Carlton Hofferkamp & Jenks Wealth Management
Texas
$310K – – –
SWP
939
Strategic Wealth Partners
Ohio
$309K -$10.4K -23 -3%
WC
940
Weil Company
California
$309K – – –
APW
941
Atlantic Private Wealth
North Carolina
$309K +$35.2K +78 +13%
FCBT
942
First Citizens Bank & Trust
North Carolina
$307K – – –
KFI
943
Key Financial Inc
Pennsylvania
$307K +$58.1K +129 +24%
ACA
944
Aspire Capital Advisors
Washington
$306K -$53.6K -119 -15%
MIM
945
Moseley Investment Management
Florida
$306K – – –
DF
946
Dunhill Financial
United Kingdom
$305K -$901 -2 -0.3%
SC
947
Schulhoff & Co
Ohio
$304K – – –
SSWM
948
Smith Salley Wealth Management
North Carolina
$304K – – –
CG
949
Curat Global
New Hampshire
$303K – – –
TCWM
950
Total Clarity Wealth Management
Illinois
$303K -$46.4K -103 -14%
36 37
38
39 40