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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
4A
1051
4Wealth Advisors
Illinois
$277K +$48.9K +101 +20%
SWM
1052
Selby Wealth Management
California
$277K -$4.84K -10 -2%
WH
1053
Whitcomb & Hess
Ohio
$276K – – –
OWP
1054
Obermeyer Wealth Partners
Colorado
$276K – – –
APW
1055
Atlantic Private Wealth
North Carolina
$275K +$969 +2 +0.3%
BL
1056
BFSG LLC
California
$275K – – –
PP
1057
PDS Planning
Ohio
$275K +$484 +1 +0.2%
SWA
1058
Sax Wealth Advisors
New Jersey
$275K – – –
Q1WB
1059
Quest 10 Wealth Builders
Virginia
$274K -$969 -2 -0.3%
SLWA
1060
San Luis Wealth Advisors
California
$274K – – –
CT
1061
Colonial Trust
South Carolina
$273K – – –
XSC
1062
X-Square Capital
Puerto Rico
$272K +$284K +587 New
RWP
1063
Revolve Wealth Partners
New Jersey
$271K +$6.78K +14 +2%
CHC
1064
City Holding Co
West Virginia
$271K – – –
FIBOI
1065
First International Bank of Israel
$268K +$280K +579 New
SWP
1066
Sagespring Wealth Partners
Tennessee
$267K +$279K +576 New
SFWC
1067
Strategic Family Wealth Counselors
New Jersey
$267K – – –
MF
1068
Meridian Financial
Massachusetts
$266K – – –
BPC
1069
Banque Pictet & Cie
Switzerland
$266K +$279K +575 New
FPCP
1070
Fort Point Capital Partners
California
$264K – – –
BAMG
1071
Brand Asset Management Group
Missouri
$264K +$21.3K +44 +8%
VDBMI
1072
Van Den Berg Management I
Texas
$264K -$286K -591 -51%
VCP
1073
Vista Capital Partners
Oregon
$264K -$228K -471 -45%
IA
1074
Inspire Advisors
Idaho
$263K +$5.33K +11 +2%
HWMG
1075
Hurlow Wealth Management Group
Indiana
$262K – – –
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43
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