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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1026
Clear Trail Advisors
Texas
$302K +$298K +629 New
AI
1027
Accredited Investors
Minnesota
$302K – – –
GGS
1028
Galvin Gaustad & Stein
Arizona
$300K – – –
HTIM
1029
Harbour Trust & Investment Management
Indiana
$298K – – –
BIA
1030
Beacon Investment Advisors
Maryland
$297K +$946 +2 +0.3%
FMP
1031
Financial Management Professionals
Texas
$296K – – –
WWA
1032
Wingate Wealth Advisors
Massachusetts
$295K +$946 +2 +0.3%
RPGNY
1033
Retirement Planning Group (New York)
New York
$295K +$1.42K +3 +0.5%
EM
1034
Excalibur Management
Massachusetts
$294K – – –
DCM
1035
Donaldson Capital Management
Indiana
$294K -$2.84K -6 -1%
ACM
1036
Avalon Capital Management
California
$294K – – –
WH
1037
Whitcomb & Hess
Ohio
$294K – – –
BMCM
1038
Bryn Mawr Capital Management
Pennsylvania
$293K – – –
SWA
1039
SOA Wealth Advisors
New York
$292K – – –
SJGA
1040
Stephen J. Garry & Associates
New York
$292K – – –
SWM
1041
Selby Wealth Management
California
$292K +$288K +608 New
BFO
1042
Biltmore Family Office
North Carolina
$289K – – –
SWP
1043
Strategic Wealth Partners
Ohio
$289K -$31.2K -66 -10%
HFO
1044
Heritage Family Offices
Arizona
$288K – – –
HWA
1045
Heritage Wealth Advisors
Virginia
$288K – – –
RIA
1046
Rhodes Investment Advisors
Texas
$288K +$284K +600 New
SPW
1047
Signet Private Wealth
Illinois
$288K +$283K +599 New
HG
1048
Harbor Group
New Hampshire
$288K +$1.42K +3 +0.5%
OWP
1049
Obermeyer Wealth Partners
Colorado
$286K -$5.2K -11 -2%
AWMG
1050
ADG Wealth Management Group
Louisiana
$286K +$1.42K +3 +0.5%
40 41
42
43 44