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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
1051
Heritage Family Offices
Arizona
$313K – – –
HWA
1052
Heritage Wealth Advisors
Virginia
$313K – – –
PEWA
1053
Pacific Excel Wealth Advisors
California
$313K +$300K +600 New
APW
1054
Atlantic Private Wealth
North Carolina
$311K +$999 +2 +0.3%
OWP
1055
Obermeyer Wealth Partners
Colorado
$311K – – –
KPWG
1056
KFA Private Wealth Group
Virginia
$311K -$57.4K -115 -16%
MWA
1057
Meridian Wealth Advisors
Texas
$311K +$297K +595 New
BL
1058
BFSG LLC
California
$310K – – –
SA
1059
SJBenen ADVISORY
North Carolina
$310K +$295K +590 New
Q1WB
1060
Quest 10 Wealth Builders
Virginia
$309K -$499 -1 -0.2%
CT
1061
Colonial Trust
South Carolina
$308K – – –
NP
1062
NorthRock Partners
Minnesota
$307K -$22K -44 -7%
TCWM
1063
Total Clarity Wealth Management
Illinois
$307K -$26K -52 -8%
HAS
1064
HBW Advisory Services
California
$306K +$31K +62 +12%
BCWM
1065
Bartlett & Co Wealth Management
Ohio
$306K – – –
WSC
1066
Wellington Shields & Co
New York
$305K +$34K +68 +13%
CHC
1067
City Holding Co
West Virginia
$305K – – –
MAM
1068
Mystic Asset Management
Rhode Island
$304K +$9.49K +19 +3%
SWM
1069
Selby Wealth Management
California
$302K -$9.99K -20 -3%
SFWC
1070
Strategic Family Wealth Counselors
New Jersey
$301K +$499 +1 +0.2%
MF
1071
Meridian Financial
Massachusetts
$300K – – –
BWM
1072
BNC Wealth Management
Oregon
$300K -$25K -50 -8%
CAM
1073
Clark Asset Management
New Hampshire
$299K -$450K -902 -61%
FPCP
1074
Fort Point Capital Partners
California
$298K – – –
BAMG
1075
Brand Asset Management Group
Missouri
$298K – – –
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