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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
976
Galvin Gaustad & Stein
Arizona
$290K – – –
BL
977
BFSG LLC
California
$289K – – –
HTIM
978
Harbour Trust & Investment Management
Indiana
$288K – – –
MSAM
979
Moloney Securities Asset Management
Missouri
$287K -$42.4K -94 -13%
VPF
980
Vantage Point Financial
Illinois
$287K +$451 +1 +0.2%
VT
981
Vise Technologies
New York
$287K +$279K +618 New
DCM
982
Donaldson Capital Management
Indiana
$286K +$1.8K +4 +0.7%
PCS
983
Private Client Services
Kentucky
$286K +$30.2K +67 +12%
BIA
984
Beacon Investment Advisors
Maryland
$286K +$1.35K +3 +0.5%
FMP
985
Financial Management Professionals
Texas
$286K – – –
WWA
986
Wingate Wealth Advisors
Massachusetts
$284K +$451 +1 +0.2%
EM
987
Excalibur Management
Massachusetts
$284K – – –
BCWM
988
Bartlett & Co Wealth Management
Ohio
$284K – – –
RPGNY
989
Retirement Planning Group (New York)
New York
$283K +$274K +609 New
ACM
990
Avalon Capital Management
California
$283K – – –
BMCM
991
Bryn Mawr Capital Management
Pennsylvania
$282K – – –
SWA
992
SOA Wealth Advisors
New York
$282K – – –
SJGA
993
Stephen J. Garry & Associates
New York
$282K – – –
OWP
994
Obermeyer Wealth Partners
Colorado
$281K +$9.01K +20 +3%
SWM
995
SilverOak Wealth Management
Minnesota
$281K -$45.1K -100 -14%
FAG
996
Fortitude Advisory Group
Washington
$280K -$74.4K -165 -21%
BFO
997
Biltmore Family Office
North Carolina
$279K – – –
IAA
998
Independent Advisor Alliance
North Carolina
$279K -$30.2K -67 -10%
HFO
999
Heritage Family Offices
Arizona
$278K – – –
HWA
1000
Heritage Wealth Advisors
Virginia
$278K – – –
38 39
40
41 42