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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BH
1201
Burk Holdings
Oklahoma
$187K -$18.9K -39 -9%
MIM
1202
MTM Investment Management
South Carolina
$187K +$38.8K +80 +25%
BFPW
1203
BOK Financial Private Wealth
Colorado
$187K – – –
TC
1204
Trust Company
Kansas
$186K +$18.4K +38 +10%
EWP
1205
Elevation Wealth Partners
California
$182K – – –
WAS
1206
Winch Advisory Services
Wisconsin
$181K +$484 +1 +0.3%
RL
1207
Rogco LP
Oklahoma
$179K – – –
OC
1208
Oakworth Capital
Alabama
$176K – – –
T
1209
Tidemark
California
$173K – – –
CBT
1210
CoreFirst Bank & Trust
Kansas
$171K – – –
AIP
1211
Ameritas Investment Partners
Nebraska
$171K +$484 +1 +0.3%
TCA
1212
Trifecta Capital Advisors
Illinois
$167K – – –
GJIA
1213
Glass Jacobson Investment Advisors
Maryland
$167K +$87.2K +180 +100%
CFFP
1214
Center for Financial Planning
Michigan
$165K – – –
GTAM
1215
Global Trust Asset Management
Florida
$165K – – –
FFO
1216
Fortitude Family Office
Arizona
$164K -$643K -1,328 -79%
BSB
1217
Bangor Savings Bank
Maine
$160K – – –
BWL
1218
Bogart Wealth LLC
Virginia
$158K -$67.3K -139 -29%
AIC
1219
Archer Investment Corporation
Indiana
$155K -$19.4K -40 -11%
GI
1220
GAMMA Investing
California
$152K -$17.9K -37 -10%
CTB
1221
Country Trust Bank
Illinois
$150K – – –
SIA
1222
Strategic Investment Advisors
Michigan
$142K +$149K +307 New
CG
1223
Curat Global
New Hampshire
$141K -$169K -349 -53%
KFG
1224
Kingdom Financial Group
Arizona
$139K -$11.1K -23 -7%
LAS
1225
Lloyd Advisory Services
Georgia
$139K +$104K +214 +249%
47 48
49
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