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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1051
Atlantic Private Wealth
North Carolina
$285K -$34.5K -73 -11%
STA
1052
Summit Trail Advisors
New York
$284K – – –
CT
1053
Colonial Trust
South Carolina
$284K – – –
SA
1054
SJBenen ADVISORY
North Carolina
$284K +$279K +590 New
JCFM
1055
JBR Co Financial Management
Oklahoma
$283K +$32.6K +69 +13%
BCWM
1056
Bartlett & Co Wealth Management
Ohio
$282K -$11.8K -25 -4%
FPCP
1057
Fort Point Capital Partners
California
$281K – – –
SCA
1058
Stonebridge Capital Advisors
Minnesota
$281K – – –
CHC
1059
City Holding Co
West Virginia
$281K +$4.26K +9 +2%
SFWC
1060
Strategic Family Wealth Counselors
New Jersey
$279K -$139K -294 -34%
PAM
1061
PVG Asset Management
Colorado
$277K +$272K +576 New
MF
1062
Meridian Financial
Massachusetts
$276K – – –
IAA
1063
Independent Advisor Alliance
North Carolina
$276K -$12.8K -27 -4%
DWM
1064
Dakota Wealth Management
Florida
$276K +$272K +574 New
SWA
1065
Sax Wealth Advisors
New Jersey
$275K +$4.73K +10 +2%
RWP
1066
Revolve Wealth Partners
New Jersey
$274K +$946 +2 +0.4%
LWM
1067
Liberty Wealth Management
California
$274K +$473 +1 +0.2%
KFI
1068
Key Financial Inc
Pennsylvania
$272K -$44.9K -95 -14%
CWA
1069
Centennial Wealth Advisory
Michigan
$272K +$27.9K +59 +12%
GWMR
1070
GC Wealth Management RIA
Massachusetts
$272K – – –
HWMG
1071
Hurlow Wealth Management Group
Indiana
$272K – – –
AIM
1072
Advyzon Investment Management
Illinois
$272K +$268K +566 New
FPW
1073
Fairvoy Private Wealth
Alabama
$272K – – –
5NPW
1074
55 North Private Wealth
Florida
$272K +$267K +565 New
MWM
1075
Maltin Wealth Management
New Jersey
$271K – – –
41 42
43
44 45