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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1176
Talisman Wealth Advisors
New Jersey
$212K -$6.62K -14 -3%
FWM
1177
Focused Wealth Management
New York
$211K +$473 +1 +0.2%
KW
1178
KWB Wealth
California
$210K +$207K +437 New
WRPWM
1179
Werba Rubin Papier Wealth Management
California
$210K +$207K +437 New
RIS
1180
Richmond Investment Services
Wisconsin
$209K +$946 +2 +0.5%
AF
1181
Align Financial
Minnesota
$209K +$98.9M +209,023 New
OFG
1182
Opulen Financial Group
Virginia
$209K +$946 +2 +0.5%
DAC
1183
Dividend Assets Capital
South Carolina
$208K – – –
PTP
1184
Platform Technology Partners
New York
$208K – – –
WMA
1185
West Michigan Advisors
Michigan
$208K +$204K +431 New
FWM
1186
Foguth Wealth Management
Michigan
$207K +$203K +429 New
SWM
1187
SHP Wealth Management
Massachusetts
$207K +$204K +432 New
PRI
1188
Prepared Retirement Institute
Pennsylvania
$207K +$203K +430 New
MWC
1189
MKD Wealth Coaches
Michigan
$206K -$31.2K -66 -13%
SWGC
1190
Summit Wealth Group (Colorado)
Colorado
$205K +$202K +427 New
HAS
1191
Holland Advisory Services
Florida
$205K +$202K +427 New
PFG
1192
Prosperity Financial Group
California
$204K +$201K +425 New
UF
1193
Univest Financial
Pennsylvania
$204K +$201K +424 New
PCI
1194
Planning Center Inc
Illinois
$203K +$200K +423 New
HVP
1195
Hudson Value Partners
Florida
$203K +$199K +420 New
RA
1196
RiverTree Advisors
Florida
$203K +$200K +422 New
ITIM
1197
Indiana Trust & Investment Management
Indiana
$202K – – –
PFO
1198
PMG Family Office
Texas
$202K +$199K +421 New
GPA
1199
Garrison Point Advisors
California
$202K +$199K +421 New
MSF
1200
Mustard Seed Financial
Arkansas
$202K +$199K +420 New
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