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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1151
Integrity Wealth Solutions
Colorado
$225K -$3.78K -8 -2%
TM
1152
TigerOak Management
New Mexico
$225K – – –
SPFA
1153
Summit Place Financial Advisors
New Jersey
$224K – – –
JWM
1154
JDH Wealth Management
California
$224K – – –
MCM
1155
Maple Capital Management
Vermont
$224K – – –
AFAS
1156
Acorn Financial Advisory Services
Virginia
$224K +$220K +466 New
WCM
1157
Winebrenner Capital Management
Kentucky
$224K – – –
CFB
1158
Cullen/Frost Bankers
Texas
$223K – – –
TWP
1159
Triad Wealth Partners
Kansas
$223K +$219K +464 New
DI
1160
Disciplined Investors
Texas
$223K – – –
HTC
1161
Haverford Trust Company
Pennsylvania
$223K – – –
OWA
1162
Octavia Wealth Advisors
Ohio
$223K -$29.3K -62 -12%
GCA
1163
Gradient Capital Advisors
California
$223K – – –
EK
1164
Evensky & Katz
Florida
$222K – – –
RWM
1165
Rockline Wealth Management
New York
$221K – – –
BC
1166
Burney Company
Virginia
$220K +$4.73K +10 +2%
WSFS
1167
Wilmington Savings Fund Society
Delaware
$219K – – –
EL
1168
EWA LLC
Pennsylvania
$219K +$216K +456 New
EF
1169
Empowered Funds
Pennsylvania
$219K +$215K +455 New
RIG
1170
RiverFront Investment Group
Virginia
$219K +$215K +455 New
NP
1171
Nilsine Partners
Colorado
$218K – – –
CAS
1172
Coppell Advisory Solutions
Texas
$216K -$6.62K -14 -3%
CTWM
1173
Cherry Tree Wealth Management
Minnesota
$216K – – –
FWP
1174
Firethorn Wealth Partners
Georgia
$216K +$473 +1 +0.2%
CS
1175
Capital Square
Tennessee
$213K – – –
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