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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

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