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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
JCFM
1051
JBR Co Financial Management
Oklahoma
$241K +$234K +520 New
HFS
1052
Hantz Financial Services
Michigan
$240K +$233K +518 New
BFC
1053
Blue Fin Capital
Rhode Island
$239K – – –
GC
1054
Gibson Capital
Pennsylvania
$239K – – –
AWS
1055
Arkfeld Wealth Strategies
Nebraska
$237K +$901 +2 +0.4%
GT
1056
Glenview Trust
Kentucky
$237K – – –
CPCM
1057
Cardinal Point Capital Management
Ontario, Canada
$237K -$22.5K -50 -9%
BW
1058
Basepoint Wealth
Iowa
$236K – – –
CWA
1059
Centennial Wealth Advisory
Michigan
$235K +$9.92K +22 +5%
MSA
1060
Marino Stram & Associates
Massachusetts
$235K +$901 +2 +0.4%
FUBT
1061
First United Bank & Trust
Maryland
$235K -$20.3K -45 -8%
TCM
1062
Tandem Capital Management
New Jersey
$234K – – –
GDP
1063
Great Diamond Partners
Maine
$234K +$451 +1 +0.2%
WWA
1064
Wisconsin Wealth Advisors
Wisconsin
$234K – – –
CWM
1065
Collaborative Wealth Management
Florida
$233K -$25.2K -56 -10%
MP
1066
Moment Partners
California
$233K -$9.01K -20 -4%
AI
1067
Axecap Investments
Ohio
$232K – – –
VC
1068
Vestor Capital
Illinois
$232K – – –
CFO
1069
Callan Family Office
Pennsylvania
$232K – – –
GI
1070
GAMCO Investors
Connecticut
$232K – – –
PCM
1071
Ping Capital Management
New York
$232K – – –
PGA
1072
Portland Global Advisors
Maine
$232K – – –
PWA
1073
Primoris Wealth Advisors
Florida
$232K – – –
LFASL
1074
Lugano Financial Advisors SA (LFA)
Switzerland
$232K – – –
ELM
1075
Elite Life Management
Florida
$231K – – –
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