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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1151
Independent Solutions Wealth Management
New York
$255K -$25K -50 -9%
EL
1152
EWA LLC
Pennsylvania
$255K +$17K +34 +7%
SFS
1153
Sharp Financial Services
Pennsylvania
$253K +$242K +485 New
PWP
1154
Prasad Wealth Partners
Ohio
$252K – – –
GWS
1155
Glassman Wealth Services
Virginia
$252K +$241K +482 New
FUBT
1156
First United Bank & Trust
Maryland
$251K -$2.5K -5 -1%
SFA
1157
Seneca Financial Advisors
New York
$251K – – –
MWM
1158
MinichMacGregor Wealth Management
New York
$251K – – –
ATS
1159
Ashton Thomas Securities
New York
$249K – – –
GCA
1160
Gradient Capital Advisors
California
$248K +$5.99K +12 +3%
MP
1161
Moment Partners
California
$248K -$13.5K -27 -5%
AG
1162
Ascent Group
Virginia
$248K +$237K +474 New
SWGC
1163
Summit Wealth Group (Colorado)
Colorado
$248K +$12K +24 +5%
TIA
1164
TCFG Investment Advisors
California
$247K – – –
BWL
1165
Bogart Wealth LLC
Virginia
$246K +$63.9K +128 +37%
TM
1166
TigerOak Management
New Mexico
$245K – – –
FPW
1167
Fairvoy Private Wealth
Alabama
$244K – – –
IWS
1168
Integrity Wealth Solutions
Colorado
$244K +$499 +1 +0.2%
WRPWM
1169
Werba Rubin Papier Wealth Management
California
$244K +$14.5K +29 +7%
SPFA
1170
Summit Place Financial Advisors
New Jersey
$244K – – –
AFAS
1171
Acorn Financial Advisory Services
Virginia
$244K – – –
JWM
1172
JDH Wealth Management
California
$243K – – –
WCM
1173
Winebrenner Capital Management
Kentucky
$243K – – –
HTC
1174
Haverford Trust Company
Pennsylvania
$242K – – –
OWA
1175
Octavia Wealth Advisors
Ohio
$242K – – –
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