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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
TBNY
1201
Trustco Bank (New York)
New York
– -$228K -605 Closed
FFA
1202
First Foundation Advisors
California
– -$226K -601 Closed
PP
1203
Pegasus Partners
Wisconsin
– -$222K -590 Closed
CCM
1204
Carlson Capital Management
Minnesota
– -$220K -585 Closed
LWM
1205
Laidlaw Wealth Management
New York
– -$219K -581 Closed
CWM
1206
C2C Wealth Management
Arizona
– -$218K -578 Closed
TYCC
1207
Texas Yale Capital Corp
Florida
– -$212K -563 Closed
SIAG
1208
Safeguard Investment Advisory Group
California
– -$205K -545 Closed
RWM
1209
Ritholtz Wealth Management
New York
– -$202K -537 Closed
TCWA
1210
Turtle Creek Wealth Advisors
Texas
– -$181K -479 Closed
RAM
1211
Riggs Asset Management
Pennsylvania
– -$160K -425 Closed
PO
1212
Private Ocean
California
– -$124K -329 Closed
TWM
1213
Tradition Wealth Management
Minnesota
– -$123K -326 Closed
KWAG
1214
Kiely Wealth Advisory Group
North Carolina
– -$110K -289 Closed
EC
1215
EdgeRock Capital
Colorado
– -$77.3K -200 Closed
AC
1216
Avestar Capital
New York
– -$56.5K -150 Closed
GWS
1217
Glassman Wealth Services
Virginia
– -$41.5K -110 Closed
OP
1218
ORG Partners
Indiana
– -$37.7K -100 Closed
FCAS
1219
First Command Advisory Services
Texas
– -$10.6K -59 Closed
RFA
1220
Resurgent Financial Advisors
Georgia
– -$20.6K -55 Closed
AW
1221
Avion Wealth
Texas
– -$18K -48 Closed
AIMA
1222
Ables Iannone Moore & Associates
Georgia
– -$11.7K -31 Closed
MSWM
1223
McGlone Suttner Wealth Management
Wisconsin
– -$11.1K -29 Closed
AWM
1224
Able Wealth Management
New Jersey
– -$8.49K -23 Closed
HF
1225
Halpern Financial
Virginia
– -$7.86K -21 Closed
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