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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
101
Orrstown Financial Services
Pennsylvania
$2.15M +$2.18M +14,261 New
GH
102
GAM Holding
Switzerland
$2.14M +$2.16M +14,171 New
Credit Agricole
103
Credit Agricole
France
$2.1M +$2.12M +13,900 New
Ameriprise
104
Ameriprise
Minnesota
$2.08M +$172K +1,125 +9%
IFWM
105
Institute for Wealth Management
Colorado
$2.06M -$802K -5,258 -28%
FTI
106
Fiduciary Trust International
Massachusetts
$2.06M -$397K -2,600 -16%
SCM
107
Southport Capital Management
Tennessee
$2.02M – – –
Mariner
108
Mariner
Kansas
$1.96M +$1.55M +10,168 +358%
Creative Planning
109
Creative Planning
Kansas
$1.96M +$227K +1,485 +13%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$1.95M +$143K +935 +8%
TCM
111
Tufton Capital Management
Maryland
$1.92M +$47.3K +310 +3%
BOS
112
Bingham Osborn & Scarborough
California
$1.86M -$90.3K -592 -5%
PFG
113
Pacific Financial Group
Washington
$1.84M -$36.6K -240 -2%
Neuberger Berman Group
114
Neuberger Berman Group
New York
$1.76M +$153K +1,000 +9%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$1.56M -$19.5M -127,538 -93%
MCM
116
Murphy Capital Management
New Jersey
$1.55M +$27.9K +183 +2%
NAM
117
Nichols Asset Management
Massachusetts
$1.54M -$13K -85 -0.8%
ICOA
118
Investment Centers of America
North Dakota
$1.51M +$646K +4,233 +74%
MLL
119
Moody Lynn & Lieberson
Massachusetts
$1.42M – – –
ECM
120
ETrade Capital Management
Virginia
$1.4M +$8.24K +54 +0.6%
NIA
121
Northstar Investment Advisors
Colorado
$1.4M -$9.16K -60 -0.6%
RC
122
Roundview Capital
New Jersey
$1.32M +$550K +3,602 +70%
AAS
123
Annex Advisory Services
Wisconsin
$1.32M -$215K -1,407 -14%
SNC
124
Stifel Nicolaus & Co
Missouri
$1.25M -$93.6K -613 -7%
FHA
125
First Horizon Advisors
Tennessee
$1.24M +$1.25M +8,189 New
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