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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1026
BNC Wealth Management
Oregon
$289K -$4.84K -10 -2%
BIA
1027
Beacon Investment Advisors
Maryland
$287K +$969 +2 +0.3%
HTIM
1028
Harbour Trust & Investment Management
Indiana
$287K – – –
BMCM
1029
Bryn Mawr Capital Management
Pennsylvania
$287K +$5.33K +11 +2%
BFIC
1030
Bedell Frazier Investment Counselling
California
$287K -$7.27K -15 -2%
BCWM
1031
Bartlett & Co Wealth Management
Ohio
$287K – – –
NA
1032
Nautilus Advisors
California
$286K +$299K +617 New
AIM
1033
Advyzon Investment Management
Illinois
$286K +$24.7K +51 +9%
SPW
1034
Signet Private Wealth
Illinois
$285K +$8.23K +17 +3%
SAP
1035
Strategic Advisory Partners
North Carolina
$285K -$48.4K -100 -14%
FMP
1036
Financial Management Professionals
Texas
$285K – – –
RPGNY
1037
Retirement Planning Group (New York)
New York
$285K +$969 +2 +0.3%
WWA
1038
Wingate Wealth Advisors
Massachusetts
$285K +$484 +1 +0.2%
EM
1039
Excalibur Management
Massachusetts
$283K – – –
JCFM
1040
JBR Co Financial Management
Oklahoma
$283K – – –
ACM
1041
Avalon Capital Management
California
$283K – – –
SJGA
1042
Stephen J. Garry & Associates
New York
$282K – – –
HCM
1043
Hall Capital Management
Rhode Island
$279K – – –
BFO
1044
Biltmore Family Office
North Carolina
$279K – – –
HG
1045
Harbor Group
New Hampshire
$278K +$969 +2 +0.3%
HFO
1046
Heritage Family Offices
Arizona
$278K – – –
HWA
1047
Heritage Wealth Advisors
Virginia
$278K – – –
4A
1048
4Wealth Advisors
Illinois
$277K +$48.9K +101 +20%
SWM
1049
Selby Wealth Management
California
$277K -$4.84K -10 -2%
WH
1050
Whitcomb & Hess
Ohio
$276K – – –
40 41
42
43 44