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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
1001
Wingate Wealth Advisors
Massachusetts
$269K – – –
ACM
1002
Avalon Capital Management
California
$269K – – –
BIA
1003
Beacon Investment Advisors
Maryland
$269K +$830 +2 +0.3%
BMCM
1004
Bryn Mawr Capital Management
Pennsylvania
$268K – – –
SWA
1005
SOA Wealth Advisors
New York
$268K – – –
SJGA
1006
Stephen J. Garry & Associates
New York
$268K – – –
BFO
1007
Biltmore Family Office
North Carolina
$265K – – –
HWA
1008
Heritage Wealth Advisors
Virginia
$264K -$27.4K -66 -10%
MCM
1009
Manchester Capital Management
Vermont
$264K +$249K +600 New
WH
1010
Whitcomb & Hess
Ohio
$263K – – –
HG
1011
Harbor Group
New Hampshire
$263K – – –
Q1WB
1012
Quest 10 Wealth Builders
Virginia
$262K – – –
PP
1013
PDS Planning
Ohio
$261K +$415 +1 +0.2%
STA
1014
Summit Trail Advisors
New York
$261K – – –
CT
1015
Colonial Trust
South Carolina
$260K – – –
SFG
1016
Sather Financial Group
Texas
$260K – – –
APW
1017
Atlantic Private Wealth
North Carolina
$259K +$830 +2 +0.3%
OWP
1018
Obermeyer Wealth Partners
Colorado
$259K – – –
WIM
1019
Westside Investment Management
California
$258K +$29K +70 +14%
SCA
1020
Stonebridge Capital Advisors
Minnesota
$258K – – –
GAA
1021
Global Assets Advisory
Florida
$254K -$568K -1,370 -71%
KCPG
1022
Kavar Capital Partners Group
Kansas
$253K – – –
MF
1023
Meridian Financial
Massachusetts
$253K – – –
CHC
1024
City Holding Co
West Virginia
$253K +$54.8K +132 +30%
FCH
1025
Freestone Capital Holdings
Washington
$253K +$238K +573 New
39 40
41
42 43