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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Chemistry Wealth Management
New York
$354K -$9.99K -20 -3%
ISL
1002
Ingalls & Snyder LLC
New York
$352K – – –
ACM
1003
Appalachian Capital Management
Ohio
$351K – – –
SWA
1004
Sax Wealth Advisors
New Jersey
$348K +$90.4K +181 +32%
SA
1005
SoundView Advisors
Washington
$347K -$33K -66 -9%
JC
1006
JB Capital
Connecticut
$347K -$149K -299 -31%
DWT
1007
Dorsey & Whitney Trust
South Dakota
$346K +$331K +662 New
FCH
1008
Freestone Capital Holdings
Washington
$346K -$71.4K -143 -18%
BPWM
1009
Badgley Phelps Wealth Managers
Washington
$345K +$499 +1 +0.2%
FNBSF
1010
First National Bank Sioux Falls
South Dakota
$342K – – –
SC
1011
Schulhoff & Co
Ohio
$342K – – –
SSWM
1012
Smith Salley Wealth Management
North Carolina
$342K – – –
CHJWM
1013
Carlton Hofferkamp & Jenks Wealth Management
Texas
$341K – – –
RCAG
1014
Rehmann Capital Advisory Group
Michigan
$340K – – –
NSIM
1015
North Star Investment Management
Illinois
$340K -$12.5K -25 -4%
ZCI
1016
Zevenbergen Capital Investments
Washington
$340K – – –
CAM
1017
Councilmark Asset Management
Tennessee
$340K – – –
SAM
1018
Sequent Asset Management
Texas
$340K +$325K +650 New
NA
1019
Nautilus Advisors
California
$338K +$12.5K +25 +4%
SCP
1020
Stevens Capital Partners
Nebraska
$337K – – –
KCPG
1021
Kavar Capital Partners Group
Kansas
$337K – – –
OCPWS
1022
One Charles Private Wealth Services
Massachusetts
$337K – – –
CC
1023
Cadinha & Co
Hawaii
$337K +$49.9K +100 +18%
RWP
1024
Ridgecrest Wealth Partners
California
$337K – – –
TA
1025
Tactive Advisors
Florida
$335K -$12.5K -25 -4%
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