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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
976
Narus Financial Partners
Utah
$324K – – –
CWM
977
Chemistry Wealth Management
New York
$323K -$15.5K -32 -4%
CHJWM
978
Carlton Hofferkamp & Jenks Wealth Management
Texas
$321K – – –
EWA
979
EverSource Wealth Advisors
Alabama
$321K -$19.4K -40 -5%
FF
980
Francis Financial
$320K – – –
SWA
981
ShankerValleau Wealth Advisors
Illinois
$320K – – –
IWA
982
Independent Wealth Advisors
North Carolina
$320K +$334K +690 New
DCM
983
Donaldson Capital Management
Indiana
$319K +$36.8K +76 +12%
RMP
984
Richards, Merrill & Peterson
Washington
$319K – – –
FRA
985
Front Row Advisors
California
$317K +$1.45K +3 +0.4%
SMDAM
986
Sumitomo Mitsui DS Asset Management
Japan
$317K -$1.61M -3,315 -83%
SWM
987
Sherman Wealth Management
Maryland
$313K +$969 +2 +0.3%
NSIM
988
North Star Investment Management
Illinois
$313K +$72.7K +150 +29%
ISL
989
Ingalls & Snyder LLC
New York
$312K -$48K -99 -13%
VPF
990
Vantage Point Financial
Illinois
$312K +$326K +673 New
ACM
991
Appalachian Capital Management
Ohio
$311K – – –
AF
992
Aldebaran Financial
$311K -$5.81K -12 -2%
SYBT
993
Stock Yards Bank & Trust
Kentucky
$310K – – –
MA
994
MONECO Advisors
Connecticut
$310K – – –
TA
995
Tactive Advisors
Florida
$309K -$232K -478 -42%
WC
996
Weil Company
California
$308K – – –
BPWM
997
Badgley Phelps Wealth Managers
Washington
$306K -$74.6K -154 -19%
ORC
998
O'Rourke & Company
Massachusetts
$306K -$61K -126 -16%
WIM
999
Westside Investment Management
California
$304K +$48.4K +100 +18%
SC
1000
Schulhoff & Co
Ohio
$303K – – –
38 39
40
41 42