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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
951
Silver Oak Securities
Tennessee
$391K -$25.5K -51 -6%
PCM
952
Parsons Capital Management
Rhode Island
$390K -$499 -1 -0.1%
EWM
953
Evermay Wealth Management
Virginia
$390K -$7.99K -16 -2%
PWA
954
PCG Wealth Advisors
Kansas
$389K – – –
PP
955
PDS Planning
Ohio
$389K +$74.9K +150 +25%
AIM
956
Axiom Investment Management
New York
$388K +$15K +30 +4%
PCS
957
Private Client Services
Kentucky
$387K -$78.4K -157 -17%
EG
958
Ellerson Group
Maryland
$387K – – –
RWP
959
RWA Wealth Partners
Massachusetts
$386K – – –
FCA
960
Fortis Capital Advisors
Kansas
$386K -$51.9K -104 -12%
4A
961
4Wealth Advisors
Illinois
$386K +$62.4K +125 +20%
EWA
962
EverSource Wealth Advisors
Alabama
$386K +$22.5K +45 +6%
LCG
963
Lakeshore Capital Group
Illinois
$385K -$13K -26 -3%
CAWM
964
Capital Advisors Wealth Management
Washington
$383K +$366K +732 New
KWM
965
Keebeck Wealth Management
Illinois
$381K – – –
BWP
966
BSW Wealth Partners
Colorado
$380K +$363K +727 New
HWA
967
HHM Wealth Advisors
Tennessee
$378K – – –
BTI
968
Blue Trust Inc
Georgia
$377K -$13K -26 -3%
WPW
969
Waldron Private Wealth
Pennsylvania
$377K -$33K -66 -8%
RPCONE
970
Retirement Planning Company of New England
Rhode Island
$376K – – –
PVI
971
Pine Valley Investments
New Jersey
$374K – – –
HNW
972
High Note Wealth
Minnesota
$374K – – –
WPC
973
Wedmont Private Capital
Pennsylvania
$373K – – –
MAG
974
M3 Advisory Group
Massachusetts
$372K -$69.9K -140 -16%
MCM
975
Monument Capital Management
Virginia
$372K +$2.5K +5 +0.7%
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