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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1151
Maple Capital Management
Vermont
$224K – – –
AFAS
1152
Acorn Financial Advisory Services
Virginia
$224K +$220K +466 New
WCM
1153
Winebrenner Capital Management
Kentucky
$224K – – –
CFB
1154
Cullen/Frost Bankers
Texas
$223K – – –
TWP
1155
Triad Wealth Partners
Kansas
$223K +$219K +464 New
DI
1156
Disciplined Investors
Texas
$223K – – –
HTC
1157
Haverford Trust Company
Pennsylvania
$223K – – –
OWA
1158
Octavia Wealth Advisors
Ohio
$223K -$29.3K -62 -12%
GCA
1159
Gradient Capital Advisors
California
$223K – – –
EK
1160
Evensky & Katz
Florida
$222K – – –
RWM
1161
Rockline Wealth Management
New York
$221K – – –
BC
1162
Burney Company
Virginia
$220K +$4.73K +10 +2%
WSFS
1163
Wilmington Savings Fund Society
Delaware
$219K – – –
EL
1164
EWA LLC
Pennsylvania
$219K +$216K +456 New
EF
1165
Empowered Funds
Pennsylvania
$219K +$215K +455 New
RIG
1166
RiverFront Investment Group
Virginia
$219K +$215K +455 New
NP
1167
Nilsine Partners
Colorado
$218K – – –
CAS
1168
Coppell Advisory Solutions
Texas
$216K -$6.62K -14 -3%
CTWM
1169
Cherry Tree Wealth Management
Minnesota
$216K – – –
FWP
1170
Firethorn Wealth Partners
Georgia
$216K +$473 +1 +0.2%
CS
1171
Capital Square
Tennessee
$213K – – –
BH
1172
Burk Holdings
Oklahoma
$213K -$8.99K -19 -4%
WAS
1173
Wealth Advisory Solutions
Indiana
$213K +$210K +443 New
SGK
1174
Steigerwald Gordon & Koch
Virginia
$212K – – –
M
1175
MATAURO
New York
$212K -$155K -327 -43%
45 46
47
48 49