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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1001
Strategic Financial Concepts
Texas
$269K +$19K +44 +7%
LWM
1002
Liberty Wealth Management
California
$268K – – –
EK
1003
Evensky & Katz
Florida
$268K -$14.7K -34 -5%
FAN
1004
Financial Advisors Network
California
$267K +$272K +628 New
AI
1005
Accredited Investors
Minnesota
$267K +$43.3K +100 +19%
GKWIM
1006
Gerber Kawasaki Wealth & Investment Management
California
$267K -$63.2K -146 -19%
AIA
1007
Accelerate Investment Advisors
California
$266K +$271K +626 New
CSWM
1008
Cassady Schiller Wealth Management
Ohio
$266K – – –
VHAM
1009
Van Hulzen Asset Management
California
$266K – – –
TW
1010
TrinityPoint Wealth
Connecticut
$266K +$16.9K +39 +7%
BDF
1011
Black Diamond Financial
Maryland
$265K +$1.3K +3 +0.5%
EFG
1012
Everhart Financial Group
Ohio
$263K – – –
VPF
1013
Vantage Point Financial
Illinois
$263K +$267K +617 New
CFS
1014
Commonwealth Financial Services
West Virginia
$262K – – –
FIM
1015
Freedom Investment Management
Connecticut
$260K +$9.96K +23 +4%
EM
1016
Excalibur Management
Massachusetts
$260K +$265K +612 New
ACM
1017
Avalon Capital Management
California
$260K +$19.5K +45 +8%
BMCM
1018
Bryn Mawr Capital Management
Pennsylvania
$259K – – –
BIA
1019
Beacon Investment Advisors
Maryland
$259K +$866 +2 +0.3%
SWA
1020
SOA Wealth Advisors
New York
$259K – – –
SJGA
1021
Stephen J. Garry & Associates
New York
$259K – – –
FRA
1022
Front Row Advisors
California
$258K – – –
GFWA
1023
Grey Fox Wealth Advisors
Delaware
$258K +$866 +2 +0.3%
CCM
1024
Coldstream Capital Management
Washington
$258K -$97K -224 -27%
NSIM
1025
North Star Investment Management
Illinois
$257K – – –
39 40
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42 43