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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1026
Beacon Investment Advisors
Maryland
$297K +$946 +2 +0.3%
FMP
1027
Financial Management Professionals
Texas
$296K – – –
WWA
1028
Wingate Wealth Advisors
Massachusetts
$295K +$946 +2 +0.3%
RPGNY
1029
Retirement Planning Group (New York)
New York
$295K +$1.42K +3 +0.5%
EM
1030
Excalibur Management
Massachusetts
$294K – – –
DCM
1031
Donaldson Capital Management
Indiana
$294K -$2.84K -6 -1%
ACM
1032
Avalon Capital Management
California
$294K – – –
WH
1033
Whitcomb & Hess
Ohio
$294K – – –
BMCM
1034
Bryn Mawr Capital Management
Pennsylvania
$293K – – –
SWA
1035
SOA Wealth Advisors
New York
$292K – – –
SJGA
1036
Stephen J. Garry & Associates
New York
$292K – – –
SWM
1037
Selby Wealth Management
California
$292K +$288K +608 New
BFO
1038
Biltmore Family Office
North Carolina
$289K – – –
SWP
1039
Strategic Wealth Partners
Ohio
$289K -$31.2K -66 -10%
HFO
1040
Heritage Family Offices
Arizona
$288K – – –
HWA
1041
Heritage Wealth Advisors
Virginia
$288K – – –
RIA
1042
Rhodes Investment Advisors
Texas
$288K +$284K +600 New
SPW
1043
Signet Private Wealth
Illinois
$288K +$283K +599 New
HG
1044
Harbor Group
New Hampshire
$288K +$1.42K +3 +0.5%
OWP
1045
Obermeyer Wealth Partners
Colorado
$286K -$5.2K -11 -2%
AWMG
1046
ADG Wealth Management Group
Louisiana
$286K +$1.42K +3 +0.5%
Q1WB
1047
Quest 10 Wealth Builders
Virginia
$286K -$473 -1 -0.2%
BL
1048
BFSG LLC
California
$285K -$14.2K -30 -5%
PP
1049
PDS Planning
Ohio
$285K – – –
SLWA
1050
San Luis Wealth Advisors
California
$285K +$21.3K +45 +8%
40 41
42
43 44