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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RL
1051
Retireful LLC
Michigan
– -$851K -2,476 Closed
AI
1052
AXS Investments
New York
– -$815K -2,370 Closed
FA
1053
FDx Advisors
Illinois
– -$795K -2,313 Closed
DA
1054
Doliver Advisors
Texas
– -$699K -2,032 Closed
SBH
1055
Segall Bryant & Hamill
Illinois
– -$658K -1,913 Closed
V
1056
Veritable
Delaware
– -$577K -1,678 Closed
PNAA
1057
Pictet North America Advisors
Switzerland
– -$399K -1,160 Closed
YIH
1058
Y-Intercept (HK)
Hong Kong
– -$392K -1,140 Closed
MA
1059
MONECO Advisors
Connecticut
– -$367K -1,067 Closed
RPCONE
1060
Retirement Planning Company of New England
Rhode Island
– -$343K -998 Closed
BPWM
1061
Badgley Phelps Wealth Managers
Washington
– -$293K -851 Closed
FPGT
1062
Financial Partners Group (Tennessee)
Tennessee
– -$281K -817 Closed
GCAC
1063
Guardian Capital Advisors (Canada)
Ontario, Canada
– -$258K -750 Closed
DCM
1064
Donaldson Capital Management
Indiana
– -$257K -748 Closed
PAM
1065
Private Asset Management
California
– -$232K -674 Closed
SWA
1066
SFMG Wealth Advisors
Texas
– -$228K -662 Closed
FAM
1067
Formidable Asset Management
Ohio
– -$207K -601 Closed
PP
1068
PDS Planning
Ohio
– -$204K -594 Closed
BIA
1069
Beacon Investment Advisors
Maryland
– -$204K -593 Closed
SPWM
1070
Schrum Private Wealth Management
Florida
– -$204K -593 Closed
HA
1071
Harfst & Associates
Wyoming
– -$204K -592 Closed
PP
1072
Pegasus Partners
Wisconsin
– -$203K -590 Closed
CCM
1073
Carlson Capital Management
Minnesota
– -$201K -585 Closed
TW
1074
TrinityPoint Wealth
Connecticut
– -$201K -585 Closed
CWM
1075
C2C Wealth Management
Arizona
– -$200K -578 Closed