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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
1176
Brown Brothers Harriman & Co
New York
$242K – – –
BFA
1177
Beacon Financial Advisory
Ohio
$242K +$15K +30 +7%
EK
1178
Evensky & Katz
Florida
$241K – – –
SWM
1179
SHP Wealth Management
Massachusetts
$240K +$13.5K +27 +6%
RWM
1180
Rockline Wealth Management
New York
$240K – – –
HCM
1181
Howard Capital Management
Georgia
$239K -$20.5K -41 -8%
AA
1182
Armis Advisers
Georgia
$239K +$3K +6 +1%
NWWA
1183
New Wave Wealth Advisors
Arkansas
$236K +$225K +451 New
GPWA
1184
Gaddis Premier Wealth Advisors
Oklahoma
$236K – – –
CTWM
1185
Cherry Tree Wealth Management
Minnesota
$235K – – –
DI
1186
Disciplined Investors
Texas
$235K -$6.99K -14 -3%
JDLA
1187
J. Derek Lewis & Associates
California
$234K +$223K +447 New
CS
1188
Capital Square
Tennessee
$233K – – –
VDBMI
1189
Van Den Berg Management I
Texas
$232K -$62.4K -125 -22%
M
1190
MATAURO
New York
$231K +$499 +1 +0.2%
SGK
1191
Steigerwald Gordon & Koch
Virginia
$231K – – –
TWA
1192
Talisman Wealth Advisors
New Jersey
$230K – – –
KJWM
1193
Kiley Juergens Wealth Management
Washington
$230K – – –
PWP
1194
Principle Wealth Partners
Connecticut
$230K – – –
WAS
1195
Wealth Advisory Solutions
Indiana
$230K – – –
LJAC
1196
L.J. Altfest & Co
New York
$230K +$499 +1 +0.2%
AF
1197
Align Financial
Minnesota
$229K +$499 +1 +0.2%
KW
1198
KWB Wealth
California
$228K – – –
TPW
1199
Talon Private Wealth
Florida
$227K – – –
OFG
1200
Opulen Financial Group
Virginia
$226K +$216K +433 New
46 47
48
49 50