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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1101
Disciplined Investors
Texas
$215K – – –
HTC
1102
Haverford Trust Company
Pennsylvania
$215K +$209K +464 New
GCA
1103
Gradient Capital Advisors
California
$215K – – –
BH
1104
Burk Holdings
Oklahoma
$214K -$9.46K -21 -4%
EK
1105
Evensky & Katz
Florida
$214K -$9.46K -21 -4%
CAS
1106
Coppell Advisory Solutions
Texas
$214K -$2.7K -6 -1%
RWM
1107
Rockline Wealth Management
New York
$213K – – –
SC
1108
Shuttleworth & Co
Ohio
$213K +$207K +459 New
WSFS
1109
Wilmington Savings Fund Society
Delaware
$211K -$1.06M -2,341 -84%
TWA
1110
Talisman Wealth Advisors
New Jersey
$211K +$451 +1 +0.2%
NP
1111
Nilsine Partners
Colorado
$210K +$204K +453 New
CTWM
1112
Cherry Tree Wealth Management
Minnesota
$209K – – –
SAM
1113
Sequent Asset Management
Texas
$209K +$203K +450 New
BWM
1114
Bulltick Wealth Management
Florida
$209K +$202K +449 New
BC
1115
Burney Company
Virginia
$208K -$18K -40 -8%
FWP
1116
Firethorn Wealth Partners
Georgia
$207K +$201K +447 New
VDBMI
1117
Van Den Berg Management I
Texas
$206K +$200K +444 New
CS
1118
Capital Square
Tennessee
$206K +$200K +444 New
HA
1119
Harfst & Associates
Wyoming
$205K +$200K +443 New
SGK
1120
Steigerwald Gordon & Koch
Virginia
$205K +$199K +442 New
HCM
1121
Howard Capital Management
Georgia
$205K +$199K +442 New
FWM
1122
Focused Wealth Management
New York
$203K -$128K -284 -39%
RIS
1123
Richmond Investment Services
Wisconsin
$201K +$196K +434 New
WPA
1124
Wealth Preservation Advisors
Tennessee
$201K +$45.1K +100 +30%
DAC
1125
Dividend Assets Capital
South Carolina
$201K +$195K +433 New
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45
46 47