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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
EE
1076
EWG Elevate
California
$222K +$209K +504 New
WWA
1077
Wisconsin Wealth Advisors
Wisconsin
$222K – – –
CWG
1078
Cornerstone Wealth Group
North Carolina
$222K +$209K +503 New
GDP
1079
Great Diamond Partners
Maine
$221K +$830 +2 +0.4%
AI
1080
Axecap Investments
Ohio
$221K – – –
PWA
1081
Primoris Wealth Advisors
Florida
$220K -$104K -250 -33%
ELM
1082
Elite Life Management
Florida
$220K -$36.5K -88 -15%
CFO
1083
Callan Family Office
Pennsylvania
$220K – – –
GI
1084
GAMCO Investors
Connecticut
$220K +$207K +500 New
PCM
1085
Ping Capital Management
New York
$220K +$207K +500 New
PGA
1086
Portland Global Advisors
Maine
$220K +$207K +500 New
SSA
1087
Schonfeld Strategic Advisors
New York
$220K +$207K +500 New
LFASL
1088
Lugano Financial Advisors SA (LFA)
Switzerland
$220K – – –
MWC
1089
MKD Wealth Coaches
Michigan
$218K – – –
AWM
1090
Accel Wealth Management
Iowa
$217K -$47.3K -114 -19%
IA
1091
IFS Advisors
Kansas
$216K – – –
RFA
1092
Register Financial Advisors
Georgia
$216K +$203K +490 New
BC
1093
Burney Company
Virginia
$215K +$202K +488 New
CWA
1094
Centennial Wealth Advisory
Michigan
$214K -$2.49K -6 -1%
EK
1095
Evensky & Katz
Florida
$213K – – –
BH
1096
Burk Holdings
Oklahoma
$213K -$8.71K -21 -4%
PWP
1097
Prasad Wealth Partners
Ohio
$212K +$415 +1 +0.2%
SFA
1098
Seneca Financial Advisors
New York
$212K – – –
DP
1099
DDD Partners
Washington
$212K +$199K +480 New
SFC
1100
Strategic Financial Concepts
Texas
$210K -$16.6K -40 -8%
42 43
44
45 46