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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
951
Canal Capital Management
Virginia
$395K +$378K +756 New
CBA
952
Coastal Bridge Advisors
Connecticut
$392K – – –
SCG
953
Sonata Capital Group
Washington
$392K – – –
CF
954
Convergence Financial
Missouri
$391K +$374K +749 New
SOS
955
Silver Oak Securities
Tennessee
$391K -$25.5K -51 -6%
PCM
956
Parsons Capital Management
Rhode Island
$390K -$499 -1 -0.1%
EWM
957
Evermay Wealth Management
Virginia
$390K -$7.99K -16 -2%
PWA
958
PCG Wealth Advisors
Kansas
$389K – – –
PP
959
PDS Planning
Ohio
$389K +$74.9K +150 +25%
AIM
960
Axiom Investment Management
New York
$388K +$15K +30 +4%
PCS
961
Private Client Services
Kentucky
$387K -$78.4K -157 -17%
EG
962
Ellerson Group
Maryland
$387K – – –
RWP
963
RWA Wealth Partners
Massachusetts
$386K – – –
FCA
964
Fortis Capital Advisors
Kansas
$386K -$51.9K -104 -12%
4A
965
4Wealth Advisors
Illinois
$386K +$62.4K +125 +20%
EWA
966
EverSource Wealth Advisors
Alabama
$386K +$22.5K +45 +6%
LCG
967
Lakeshore Capital Group
Illinois
$385K -$13K -26 -3%
CAWM
968
Capital Advisors Wealth Management
Washington
$383K +$366K +732 New
KWM
969
Keebeck Wealth Management
Illinois
$381K – – –
BWP
970
BSW Wealth Partners
Colorado
$380K +$363K +727 New
HWA
971
HHM Wealth Advisors
Tennessee
$378K – – –
BTI
972
Blue Trust Inc
Georgia
$377K -$13K -26 -3%
WPW
973
Waldron Private Wealth
Pennsylvania
$377K -$33K -66 -8%
RPCONE
974
Retirement Planning Company of New England
Rhode Island
$376K – – –
PVI
975
Pine Valley Investments
New Jersey
$374K – – –
37 38
39
40 41