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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HTIM
976
Harbour Trust & Investment Management
Indiana
$288K – – –
MSAM
977
Moloney Securities Asset Management
Missouri
$287K -$42.4K -94 -13%
VPF
978
Vantage Point Financial
Illinois
$287K +$451 +1 +0.2%
VT
979
Vise Technologies
New York
$287K +$279K +618 New
DCM
980
Donaldson Capital Management
Indiana
$286K +$1.8K +4 +0.7%
PCS
981
Private Client Services
Kentucky
$286K +$30.2K +67 +12%
BIA
982
Beacon Investment Advisors
Maryland
$286K +$1.35K +3 +0.5%
FMP
983
Financial Management Professionals
Texas
$286K – – –
WWA
984
Wingate Wealth Advisors
Massachusetts
$284K +$451 +1 +0.2%
EM
985
Excalibur Management
Massachusetts
$284K – – –
BCWM
986
Bartlett & Co Wealth Management
Ohio
$284K – – –
RPGNY
987
Retirement Planning Group (New York)
New York
$283K +$274K +609 New
ACM
988
Avalon Capital Management
California
$283K – – –
BMCM
989
Bryn Mawr Capital Management
Pennsylvania
$282K – – –
SWA
990
SOA Wealth Advisors
New York
$282K – – –
SJGA
991
Stephen J. Garry & Associates
New York
$282K – – –
OWP
992
Obermeyer Wealth Partners
Colorado
$281K +$9.01K +20 +3%
SWM
993
SilverOak Wealth Management
Minnesota
$281K -$45.1K -100 -14%
FAG
994
Fortitude Advisory Group
Washington
$280K -$74.4K -165 -21%
BFO
995
Biltmore Family Office
North Carolina
$279K – – –
IAA
996
Independent Advisor Alliance
North Carolina
$279K -$30.2K -67 -10%
HFO
997
Heritage Family Offices
Arizona
$278K – – –
HWA
998
Heritage Wealth Advisors
Virginia
$278K – – –
WH
999
Whitcomb & Hess
Ohio
$277K – – –
HG
1000
Harbor Group
New Hampshire
$277K – – –
38 39
40
41 42