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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1026
Chapin Davis
Maryland
$335K +$320K +641 New
GKIM
1027
GW&K Investment Management
Massachusetts
$334K – – –
FWP
1028
Firethorn Wealth Partners
Georgia
$334K +$100K +201 +46%
MC
1029
Miramontes Capital
California
$332K -$5.99K -12 -2%
VWM
1030
Vigilare Wealth Management
Arizona
$331K – – –
PAM
1031
PCG Asset Management
New Jersey
$329K -$3K -6 -0.9%
AI
1032
Accredited Investors
Minnesota
$328K – – –
DF
1033
Dunhill Financial
United Kingdom
$328K – – –
AIM
1034
Advyzon Investment Management
Illinois
$328K +$4.99K +10 +2%
TWA
1035
Tulsa Wealth Advisors
Oklahoma
$327K – – –
EIP
1036
Ellis Investment Partners
Pennsylvania
$326K – – –
BIA
1037
Beacon Investment Advisors
Maryland
$325K +$499 +1 +0.2%
HTIM
1038
Harbour Trust & Investment Management
Indiana
$324K – – –
BMCM
1039
Bryn Mawr Capital Management
Pennsylvania
$324K – – –
MA
1040
MONECO Advisors
Connecticut
$324K -$25K -50 -7%
RPGNY
1041
Retirement Planning Group (New York)
New York
$322K +$499 +1 +0.2%
SPW
1042
Signet Private Wealth
Illinois
$322K +$499 +1 +0.2%
WWA
1043
Wingate Wealth Advisors
Massachusetts
$322K +$499 +1 +0.2%
FMP
1044
Financial Management Professionals
Texas
$322K – – –
ORC
1045
O'Rourke & Company
Massachusetts
$322K -$22.5K -45 -7%
SAP
1046
Strategic Advisory Partners
North Carolina
$322K +$499 +1 +0.2%
PWA
1047
Primoris Wealth Advisors
Florida
$321K +$56.9K +114 +23%
EM
1048
Excalibur Management
Massachusetts
$320K – – –
ACM
1049
Avalon Capital Management
California
$319K – – –
MI
1050
Markowski Investments
Florida
$319K +$305K +611 New
40 41
42
43 44