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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1151
TCFG Investment Advisors
California
$219K +$229K +472 New
CS
1152
Capital Square
Tennessee
$219K – – –
TM
1153
TigerOak Management
New Mexico
$217K – – –
FPW
1154
Fairvoy Private Wealth
Alabama
$217K -$47.5K -98 -17%
SPFA
1155
Summit Place Financial Advisors
New Jersey
$216K – – –
JWM
1156
JDH Wealth Management
California
$216K – – –
IWS
1157
Integrity Wealth Solutions
Colorado
$216K -$1.45K -3 -0.6%
AFAS
1158
Acorn Financial Advisory Services
Virginia
$216K – – –
CFB
1159
Cullen/Frost Bankers
Texas
$215K – – –
WCM
1160
Winebrenner Capital Management
Kentucky
$215K – – –
DI
1161
Disciplined Investors
Texas
$215K – – –
HTC
1162
Haverford Trust Company
Pennsylvania
$215K – – –
TWM
1163
TRB Wealth Management
Texas
$215K +$224K +463 New
GCA
1164
Gradient Capital Advisors
California
$214K – – –
BBHC
1165
Brown Brothers Harriman & Co
New York
$214K +$142K +293 +172%
OWA
1166
Octavia Wealth Advisors
Ohio
$214K – – –
EK
1167
Evensky & Katz
Florida
$214K – – –
RWM
1168
Rockline Wealth Management
New York
$213K – – –
WSFS
1169
Wilmington Savings Fund Society
Delaware
$211K – – –
EL
1170
EWA LLC
Pennsylvania
$211K -$969 -2 -0.4%
KW
1171
KWB Wealth
California
$210K – – –
RAM
1172
Readystate Asset Management
Illinois
$209K +$218K +451 New
GPWA
1173
Gaddis Premier Wealth Advisors
Oklahoma
$209K -$12.6K -26 -5%
SWGC
1174
Summit Wealth Group (Colorado)
Colorado
$208K +$11.1K +23 +5%
CTWM
1175
Cherry Tree Wealth Management
Minnesota
$208K – – –
45 46
47
48 49