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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
951
Warwick Investment Management
Texas
$350K +$473 +1 +0.1%
WEG
952
World Equity Group
Illinois
$348K -$473 -1 -0.1%
FCH
953
Freestone Capital Holdings
Washington
$348K -$118K -249 -26%
JC
954
JB Capital
Connecticut
$348K +$24.1K +51 +8%
RPCONE
955
Retirement Planning Company of New England
Rhode Island
$346K -$71K -150 -17%
CBA
956
Coastal Bridge Advisors
Connecticut
$346K – – –
AUB
957
Atlantic Union Bankshares
Virginia
$345K +$16.6K +35 +5%
AF
958
Advisornet Financial
Minnesota
$345K -$7.1K -15 -2%
SAP
959
Strategic Advisory Partners
North Carolina
$344K +$338K +715 New
HNW
960
High Note Wealth
Minnesota
$344K – – –
PVI
961
Pine Valley Investments
New Jersey
$343K +$946 +2 +0.3%
BS
962
Banco Santander
Spain
$343K -$1.7M -3,592 -83%
BCM
963
Boreal Capital Management
Florida
$342K – – –
WPC
964
Wedmont Private Capital
Pennsylvania
$341K -$12.3K -26 -4%
SAW
965
Signal Advisors Wealth
Michigan
$341K +$35K +74 +12%
MCM
966
Monument Capital Management
Virginia
$340K -$16.6K -35 -5%
FNBSF
967
First National Bank Sioux Falls
South Dakota
$339K – – –
GFP
968
Gryphon Financial Partners
Ohio
$338K – – –
IP
969
Ignite Planners
California
$338K +$327K +691 New
RIM
970
Rockbridge Investment Management
New York
$337K – – –
NFP
971
Narus Financial Partners
Utah
$336K -$118K -250 -26%
DPI
972
Diversified Portfolios Inc
Michigan
$336K – – –
SAM
973
Sequent Asset Management
Texas
$336K +$118K +250 +56%
AC
974
Annandale Capital
Texas
$335K – – –
FF
975
Francis Financial
$332K – – –
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