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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
976
High Note Wealth
Minnesota
$374K – – –
WPC
977
Wedmont Private Capital
Pennsylvania
$373K – – –
MAG
978
M3 Advisory Group
Massachusetts
$372K -$69.9K -140 -16%
MCM
979
Monument Capital Management
Virginia
$372K +$2.5K +5 +0.7%
BCM
980
Boreal Capital Management
Florida
$371K – – –
AWM
981
Avior Wealth Management
Nebraska
$369K – – –
GFP
982
Gryphon Financial Partners
Ohio
$368K – – –
WC
983
Weil Company
California
$368K +$19K +38 +6%
FRA
984
Front Row Advisors
California
$367K – – –
RIM
985
Rockbridge Investment Management
New York
$366K – – –
DPI
986
Diversified Portfolios Inc
Michigan
$366K – – –
FFG
987
Fiduciary Financial Group
California
$366K – – –
NFP
988
Narus Financial Partners
Utah
$366K – – –
IP
989
Ignite Planners
California
$365K -$5.99K -12 -2%
CAG
990
Crestwood Advisors Group
Massachusetts
$364K -$217K -435 -38%
WIM
991
Westside Investment Management
California
$363K +$19.5K +39 +6%
XSC
992
X-Square Capital
Puerto Rico
$362K +$52.4K +105 +18%
FF
993
Francis Financial
$361K – – –
SWA
994
ShankerValleau Wealth Advisors
Illinois
$360K – – –
RPGK
995
Retirement Planning Group (Kansas)
Kansas
$360K +$98.4K +197 +40%
AF
996
Aldebaran Financial
$359K +$8.49K +17 +3%
IA
997
Inspire Advisors
Idaho
$359K +$58.9K +118 +21%
RWP
998
Revolve Wealth Partners
New Jersey
$358K +$50.4K +101 +17%
AG
999
AlTi Global
New York
$356K -$231K -462 -40%
SWM
1000
Sherman Wealth Management
Maryland
$354K +$1.5K +3 +0.4%
38 39
40
41 42