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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1101
Plante Moran Financial Advisors
Michigan
$286K -$101K -202 -27%
IWA
1102
IBEX Wealth Advisors
New Jersey
$286K -$95.4K -191 -26%
FCBT
1103
First Citizens Bank & Trust
North Carolina
$284K -$46.9K -94 -15%
PFA
1104
Pure Financial Advisors
California
$284K – – –
CAS
1105
Coppell Advisory Solutions
Texas
$283K +$322K +644 New
RAS
1106
RPS Advisory Solutions
Kentucky
$282K +$4.5K +9 +2%
CI
1107
CX Institutional
Indiana
$282K +$270K +540 New
CRI
1108
Commonwealth Retirement Investments
Virginia
$281K – – –
WP
1109
WealthShield Partners
North Carolina
$280K -$133K -266 -33%
WP
1110
Wealthspan Partners
Iowa
$279K -$116K -232 -30%
NG
1111
Northstar Group
New York
$279K – – –
BWFA
1112
Baltimore-Washington Financial Advisors
Maryland
$279K – – –
CFS
1113
Commonwealth Financial Services
West Virginia
$278K – – –
NF
1114
Napier Financial
Massachusetts
$277K +$27K +54 +11%
TC
1115
Trust Company
Kansas
$277K +$64.4K +129 +32%
E
1116
EntreWealth
Texas
$277K +$257K +514 New
WH
1117
Whitcomb & Hess
Ohio
$276K -$34.5K -69 -12%
BAG
1118
Bridgewealth Advisory Group
California
$274K +$262K +525 New
FSWA
1119
Financial Synergies Wealth Advisors
Texas
$274K +$499 +1 +0.2%
CAAS
1120
Capital Asset Advisory Services
Michigan
$274K – – –
OFS
1121
OneAscent Financial Services
Alabama
$274K – – –
Kovitz Investment Group Partners
1122
Kovitz Investment Group Partners
Illinois
$273K +$999 +2 +0.4%
ELM
1123
Elite Life Management
Florida
$271K – – –
SWASL
1124
Spartan Wealth Advisory Services LLC
Michigan
$271K +$259K +519 New
FFS
1125
Flavin Financial Services
Florida
$271K +$259K +519 New