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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
976
CIC Wealth
Maryland
$207K -$55.1K -142 -21%
AI
977
Accredited Investors
Minnesota
$207K – – –
RT
978
Rockland Trust
Massachusetts
$205K – – –
CAAS
979
Capital Asset Advisory Services
Michigan
$205K -$1.55K -4 -0.8%
BA
980
Baugh & Associates
Georgia
$204K -$52.8K -136 -26%
VL
981
Vima LLC
Michigan
$203K +$20.2K +52 +11%
MIM
982
MTM Investment Management
South Carolina
$203K – – –
IWP
983
Innova Wealth Partners
Pennsylvania
$201K +$200K +514 New
BFWM
984
Bright Futures Wealth Management
New York
$200K +$196K +505 New
PIS
985
POM Investment Strategies
North Carolina
$199K -$6.02M -15,520 -97%
LFASL
986
Lugano Financial Advisors SA (LFA)
Switzerland
$196K – – –
IA
987
IFS Advisors
Kansas
$192K – – –
BTI
988
Blue Trust Inc
Georgia
$192K – – –
CFFP
989
Center for Financial Planning
Michigan
$185K – – –
GJIA
990
Glass Jacobson Investment Advisors
Maryland
$182K – – –
OLVIG
991
Oliver Lagore Vanvalin Investment Group
Michigan
$182K -$189K -486 -51%
EWP
992
Elevation Wealth Partners
California
$181K +$94.7K +244 +112%
HPC
993
HM Payson & Co
Maine
$172K – – –
WSC
994
Wellington Shields & Co
New York
$169K +$168K +432 New
ITIM
995
Indiana Trust & Investment Management
Indiana
$165K – – –
TCA
996
Trifecta Capital Advisors
Illinois
$163K – – –
FFO
997
Fortitude Family Office
Arizona
$161K +$776 +2 +0.5%
TSWM
998
Tyler-Stone Wealth Management
Ohio
$160K – – –
CAS
999
Coppell Advisory Solutions
Texas
$155K +$153K +395 New
JGIA
1000
Jackson Grant Investment Advisers
Connecticut
$154K +$776 +2 +0.5%
38 39
40
41 42