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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
926
Legacy Edge Advisors
New York
$362K -$4.84K -10 -1%
TCWA
927
Turtle Creek Wealth Advisors
Texas
$362K +$378K +781 New
SIC
928
Samalin Investment Counsel
New York
$362K -$875K -1,807 -70%
STA
929
Smith Thornton Advisors
Alabama
$361K – – –
N
930
Natixis
France
$360K -$4.26M -8,795 -92%
TCBWMS
931
Texas Capital Bank Wealth Management Services
Texas
$360K +$376K +777 New
FCFC
932
First Citizens Financial Corp
Iowa
$359K – – –
ACA
933
Aspire Capital Advisors
Washington
$357K +$969 +2 +0.3%
WP
934
Wealthspan Partners
Iowa
$355K – – –
HKIMG
935
Hutchens & Kramer Investment Management Group
Indiana
$355K +$969 +2 +0.3%
CAU
936
Caxton Associates (UK)
$354K +$370K +764 New
Allspring Global Investments
937
Allspring Global Investments
North Carolina
$354K – – –
LCG
938
Lakeshore Capital Group
Illinois
$353K +$484 +1 +0.1%
EWM
939
Evermay Wealth Management
Virginia
$353K – – –
RCA
940
Ranch Capital Advisors
Florida
$352K – – –
WCM
941
Wealthcare Capital Management
Virginia
$352K – – –
AL
942
Aspiriant LLC
California
$351K -$77K -159 -17%
CBA
943
Coastal Bridge Advisors
Connecticut
$347K +$15K +31 +4%
SCG
944
Sonata Capital Group
Washington
$347K – – –
PMFA
945
Plante Moran Financial Advisors
Michigan
$347K +$97.4K +201 +37%
BTI
946
Blue Trust Inc
Georgia
$347K – – –
SPWM
947
Schrum Private Wealth Management
Florida
$346K +$484 +1 +0.1%
PCM
948
Parsons Capital Management
Rhode Island
$346K – – –
PWA
949
PCG Wealth Advisors
Kansas
$345K – – –
DAS
950
Diversify Advisory Services
Utah
$345K -$120K -247 -26%