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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
976
Boreal Capital Management
Florida
$371K – – –
AWM
977
Avior Wealth Management
Nebraska
$369K – – –
GFP
978
Gryphon Financial Partners
Ohio
$368K – – –
WC
979
Weil Company
California
$368K +$19K +38 +6%
FRA
980
Front Row Advisors
California
$367K – – –
RIM
981
Rockbridge Investment Management
New York
$366K – – –
DPI
982
Diversified Portfolios Inc
Michigan
$366K – – –
FFG
983
Fiduciary Financial Group
California
$366K – – –
NFP
984
Narus Financial Partners
Utah
$366K – – –
IP
985
Ignite Planners
California
$365K -$5.99K -12 -2%
CAG
986
Crestwood Advisors Group
Massachusetts
$364K -$217K -435 -38%
WIM
987
Westside Investment Management
California
$363K +$19.5K +39 +6%
XSC
988
X-Square Capital
Puerto Rico
$362K +$52.4K +105 +18%
FF
989
Francis Financial
$361K – – –
SWA
990
ShankerValleau Wealth Advisors
Illinois
$360K – – –
RPGK
991
Retirement Planning Group (Kansas)
Kansas
$360K +$98.4K +197 +40%
AF
992
Aldebaran Financial
$359K +$8.49K +17 +3%
IA
993
Inspire Advisors
Idaho
$359K +$58.9K +118 +21%
RWP
994
Revolve Wealth Partners
New Jersey
$358K +$50.4K +101 +17%
AG
995
AlTi Global
New York
$356K -$231K -462 -40%
SWM
996
Sherman Wealth Management
Maryland
$354K +$1.5K +3 +0.4%
CWM
997
Chemistry Wealth Management
New York
$354K -$9.99K -20 -3%
ISL
998
Ingalls & Snyder LLC
New York
$352K – – –
ACM
999
Appalachian Capital Management
Ohio
$351K – – –
SWA
1000
Sax Wealth Advisors
New Jersey
$348K +$90.4K +181 +32%
38 39
40
41 42