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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1151
Glassman Wealth Services
Virginia
$252K +$241K +482 New
FUBT
1152
First United Bank & Trust
Maryland
$251K -$2.5K -5 -1%
SFA
1153
Seneca Financial Advisors
New York
$251K – – –
MWM
1154
MinichMacGregor Wealth Management
New York
$251K – – –
ATS
1155
Ashton Thomas Securities
New York
$249K – – –
GCA
1156
Gradient Capital Advisors
California
$248K +$5.99K +12 +3%
MP
1157
Moment Partners
California
$248K -$13.5K -27 -5%
AG
1158
Ascent Group
Virginia
$248K +$237K +474 New
SWGC
1159
Summit Wealth Group (Colorado)
Colorado
$248K +$12K +24 +5%
TIA
1160
TCFG Investment Advisors
California
$247K – – –
BWL
1161
Bogart Wealth LLC
Virginia
$246K +$63.9K +128 +37%
TM
1162
TigerOak Management
New Mexico
$245K – – –
FPW
1163
Fairvoy Private Wealth
Alabama
$244K – – –
IWS
1164
Integrity Wealth Solutions
Colorado
$244K +$499 +1 +0.2%
WRPWM
1165
Werba Rubin Papier Wealth Management
California
$244K +$14.5K +29 +7%
SPFA
1166
Summit Place Financial Advisors
New Jersey
$244K – – –
AFAS
1167
Acorn Financial Advisory Services
Virginia
$244K – – –
JWM
1168
JDH Wealth Management
California
$243K – – –
WCM
1169
Winebrenner Capital Management
Kentucky
$243K – – –
HTC
1170
Haverford Trust Company
Pennsylvania
$242K – – –
OWA
1171
Octavia Wealth Advisors
Ohio
$242K – – –
BBHC
1172
Brown Brothers Harriman & Co
New York
$242K – – –
BFA
1173
Beacon Financial Advisory
Ohio
$242K +$15K +30 +7%
EK
1174
Evensky & Katz
Florida
$241K – – –
SWM
1175
SHP Wealth Management
Massachusetts
$240K +$13.5K +27 +6%
45 46
47
48 49