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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
1051
Quest 10 Wealth Builders
Virginia
$286K -$473 -1 -0.2%
BL
1052
BFSG LLC
California
$285K -$14.2K -30 -5%
PP
1053
PDS Planning
Ohio
$285K – – –
SLWA
1054
San Luis Wealth Advisors
California
$285K +$21.3K +45 +8%
APW
1055
Atlantic Private Wealth
North Carolina
$285K -$34.5K -73 -11%
STA
1056
Summit Trail Advisors
New York
$284K – – –
CT
1057
Colonial Trust
South Carolina
$284K – – –
SA
1058
SJBenen ADVISORY
North Carolina
$284K +$279K +590 New
JCFM
1059
JBR Co Financial Management
Oklahoma
$283K +$32.6K +69 +13%
BCWM
1060
Bartlett & Co Wealth Management
Ohio
$282K -$11.8K -25 -4%
FPCP
1061
Fort Point Capital Partners
California
$281K – – –
SCA
1062
Stonebridge Capital Advisors
Minnesota
$281K – – –
CHC
1063
City Holding Co
West Virginia
$281K +$4.26K +9 +2%
SFWC
1064
Strategic Family Wealth Counselors
New Jersey
$279K -$139K -294 -34%
PAM
1065
PVG Asset Management
Colorado
$277K +$272K +576 New
MF
1066
Meridian Financial
Massachusetts
$276K – – –
IAA
1067
Independent Advisor Alliance
North Carolina
$276K -$12.8K -27 -4%
DWM
1068
Dakota Wealth Management
Florida
$276K +$272K +574 New
SWA
1069
Sax Wealth Advisors
New Jersey
$275K +$4.73K +10 +2%
RWP
1070
Revolve Wealth Partners
New Jersey
$274K +$946 +2 +0.4%
LWM
1071
Liberty Wealth Management
California
$274K +$473 +1 +0.2%
KFI
1072
Key Financial Inc
Pennsylvania
$272K -$44.9K -95 -14%
CWA
1073
Centennial Wealth Advisory
Michigan
$272K +$27.9K +59 +12%
GWMR
1074
GC Wealth Management RIA
Massachusetts
$272K – – –
HWMG
1075
Hurlow Wealth Management Group
Indiana
$272K – – –
41 42
43
44 45