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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
1026
Mesirow Financial Investment Management
Illinois
$257K -$14.3K -33 -5%
DCM
1027
Donaldson Capital Management
Indiana
$257K +$52.4K +121 +25%
AWM
1028
Accel Wealth Management
Iowa
$257K -$2.16K -5 -0.8%
BFO
1029
Biltmore Family Office
North Carolina
$256K – – –
PIA
1030
Powell Investment Advisors
Florida
$256K – – –
ATC
1031
Argent Trust Co
Tennessee
$256K – – –
W
1032
WPWealth
Texas
$256K -$171K -395 -40%
HFO
1033
Heritage Family Offices
Arizona
$255K – – –
BL
1034
BFSG LLC
California
$254K +$22.5K +52 +10%
WH
1035
Whitcomb & Hess
Ohio
$254K – – –
HG
1036
Harbor Group
New Hampshire
$253K – – –
OP
1037
ORG Partners
Indiana
$253K +$214K +495 +495%
PP
1038
PDS Planning
Ohio
$252K -$2.16K -5 -0.8%
SF
1039
Slagle Financial
Illinois
$252K +$866 +2 +0.3%
BCM
1040
Beck Capital Management
Texas
$251K +$57.1K +132 +29%
CT
1041
Colonial Trust
South Carolina
$251K – – –
ELM
1042
Elite Life Management
Florida
$250K – – –
OWP
1043
Obermeyer Wealth Partners
Colorado
$250K – – –
RPSA
1044
Richard P. Slaughter Associates
Texas
$249K – – –
AA
1045
Aire Advisors
California
$249K +$22.9K +53 +10%
SCA
1046
Stonebridge Capital Advisors
Minnesota
$249K -$20.3K -47 -7%
AP
1047
Appleton Partners
Massachusetts
$248K -$21.6K -50 -8%
APW
1048
Atlantic Private Wealth
North Carolina
$248K +$1.3K +3 +0.5%
HKIM
1049
Hayek Kallen Investment Management
Alabama
$247K +$8.66K +20 +4%
SPC
1050
Spirepoint Private Client
Florida
$246K -$4.76K -11 -2%
40 41
42
43 44