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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1051
Obermeyer Wealth Partners
Colorado
$276K – – –
APW
1052
Atlantic Private Wealth
North Carolina
$275K +$969 +2 +0.3%
BL
1053
BFSG LLC
California
$275K – – –
PP
1054
PDS Planning
Ohio
$275K +$484 +1 +0.2%
SWA
1055
Sax Wealth Advisors
New Jersey
$275K – – –
Q1WB
1056
Quest 10 Wealth Builders
Virginia
$274K -$969 -2 -0.3%
SLWA
1057
San Luis Wealth Advisors
California
$274K – – –
CT
1058
Colonial Trust
South Carolina
$273K – – –
XSC
1059
X-Square Capital
Puerto Rico
$272K +$284K +587 New
RWP
1060
Revolve Wealth Partners
New Jersey
$271K +$6.78K +14 +2%
CHC
1061
City Holding Co
West Virginia
$271K – – –
FIBOI
1062
First International Bank of Israel
$268K +$280K +579 New
SWP
1063
Sagespring Wealth Partners
Tennessee
$267K +$279K +576 New
SFWC
1064
Strategic Family Wealth Counselors
New Jersey
$267K – – –
MF
1065
Meridian Financial
Massachusetts
$266K – – –
BPC
1066
Banque Pictet & Cie
Switzerland
$266K +$279K +575 New
FPCP
1067
Fort Point Capital Partners
California
$264K – – –
BAMG
1068
Brand Asset Management Group
Missouri
$264K +$21.3K +44 +8%
VDBMI
1069
Van Den Berg Management I
Texas
$264K -$286K -591 -51%
VCP
1070
Vista Capital Partners
Oregon
$264K -$228K -471 -45%
IA
1071
Inspire Advisors
Idaho
$263K +$5.33K +11 +2%
HWMG
1072
Hurlow Wealth Management Group
Indiana
$262K – – –
VHAM
1073
Van Hulzen Asset Management
California
$262K +$274K +565 New
5NPW
1074
55 North Private Wealth
Florida
$262K – – –
MWM
1075
Maltin Wealth Management
New Jersey
$261K – – –
41 42
43
44 45