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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1076
Westend Capital Management
California
$106K – – –
CTWM
1077
Cherry Tree Wealth Management
Minnesota
$104K +$34.1K +84 +52%
DCM
1078
Davis Capital Management
Florida
$104K – – –
CAL
1079
Capital Analysts LLC
Pennsylvania
$104K +$10.6K +26 +12%
AWM
1080
Abound Wealth Management
Tennessee
$103K -$3.25K -8 -3%
MSFP
1081
Mark Sheptoff Financial Planning
Connecticut
$102K -$40.6K -100 -29%
AAG
1082
Armstrong Advisory Group
Massachusetts
$97.3K – – –
WI
1083
Wintrust Investments
Illinois
$96K -$1.07M -2,646 -92%
BIA
1084
Bell Investment Advisors
California
$93.3K – – –
CI
1085
Cordant Inc
Oregon
$88.4K +$36.2K +89 +74%
DWM
1086
Darwin Wealth Management
Florida
$87.2K +$83.7K +206 New
AIM
1087
Anchor Investment Management
South Carolina
$86.2K -$12.2K -30 -13%
PCWA
1088
Pacific Capital Wealth Advisors
California
$85.9K – – –
NIC
1089
Northwest Investment Counselors
Oregon
$84.6K +$81.3K +200 New
CHC
1090
City Holding Co
West Virginia
$84.6K – – –
BBHC
1091
Brown Brothers Harriman & Co
New York
$78.3K -$40.6K -100 -35%
TFA
1092
Toth Financial Advisory
Virginia
$73.8K +$406 +1 +0.6%
RS
1093
Rakuten Securities
Japan
$72.8K -$38.2K -94 -35%
AWM
1094
Avior Wealth Management
Nebraska
$72.4K +$16.7K +41 +32%
RWM
1095
Raffa Wealth Management
District of Columbia
$67.3K – – –
SC
1096
Stephens Consulting
Michigan
$65.2K – – –
HIIFS
1097
Harel Insurance Investments & Financial Services
Israel
$65K – – –
CUAMC
1098
China Universal Asset Management Company
China
$63.6K +$60.9K +150 New
MBFW
1099
Morton Brown Family Wealth
Pennsylvania
$63.5K – – –
RTC
1100
Riverview Trust Company
Washington
$62.6K – – –
42 43
44
45 46