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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1001
North Star Investment Management
Illinois
$254K – – –
RWP
1002
RWA Wealth Partners
Massachusetts
$254K -$769K -1,777 -75%
BFO
1003
Biltmore Family Office
North Carolina
$252K – – –
W
1004
WPWealth
Texas
$252K – – –
HFO
1005
Heritage Family Offices
Arizona
$252K – – –
BL
1006
BFSG LLC
California
$251K – – –
WH
1007
Whitcomb & Hess
Ohio
$251K – – –
HG
1008
Harbor Group
New Hampshire
$250K +$432 +1 +0.2%
Q1WB
1009
Quest 10 Wealth Builders
Virginia
$250K -$23.4K -54 -8%
PP
1010
PDS Planning
Ohio
$249K – – –
STA
1011
Summit Trail Advisors
New York
$248K +$255K +590 New
CT
1012
Colonial Trust
South Carolina
$248K – – –
SFG
1013
Sather Financial Group
Texas
$248K +$255K +590 New
ELM
1014
Elite Life Management
Florida
$247K – – –
OWP
1015
Obermeyer Wealth Partners
Colorado
$246K – – –
CC
1016
Callan Capital
California
$246K -$207K -478 -45%
FUBT
1017
First United Bank & Trust
Maryland
$246K -$21.6K -50 -8%
APW
1018
Atlantic Private Wealth
North Carolina
$246K +$865 +2 +0.3%
BCM
1019
Beck Capital Management
Texas
$246K -$2.6K -6 -1%
SCA
1020
Stonebridge Capital Advisors
Minnesota
$246K – – –
SPC
1021
Spirepoint Private Client
Florida
$243K – – –
LWM
1022
Liberty Wealth Management
California
$242K -$23.4K -54 -9%
DCM
1023
Donaldson Capital Management
Indiana
$242K -$12.5K -29 -5%
KCPG
1024
Kavar Capital Partners Group
Kansas
$241K – – –
MF
1025
Meridian Financial
Massachusetts
$241K – – –
39 40
41
42 43