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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
1301
Laffer Tengler Investments
Tennessee
– -$378K -889 Closed
MW
1302
Marcum Wealth
Ohio
– -$377K -886 Closed
BWP
1303
BSW Wealth Partners
Colorado
– -$360K -845 Closed
NPAN
1304
Northeast Planning Associates NH
New Hampshire
– -$356K -836 Closed
TAM
1305
Townsend Asset Management
North Carolina
– -$327K -768 Closed
MAWA
1306
Moss Adams Wealth Advisors
Washington
– -$327K -766 Closed
IWA
1307
IBEX Wealth Advisors
New Jersey
– -$324K -762 Closed
KAS
1308
KPP Advisory Services
Kentucky
– -$317K -745 Closed
AP
1309
Americana Partners
Texas
– -$299K -702 Closed
LI
1310
Lafayette Investments
Maryland
– -$298K -701 Closed
FFG
1311
Fortem Financial Group
California
– -$287K -675 Closed
MFG
1312
Marmo Financial Group
Tennessee
– -$269K -633 Closed
FAN
1313
Financial Advisors Network
California
– -$267K -628 Closed
GKWIM
1314
Gerber Kawasaki Wealth & Investment Management
California
– -$267K -627 Closed
PIA
1315
Powell Investment Advisors
Florida
– -$256K -600 Closed
AA
1316
Aire Advisors
California
– -$249K -585 Closed
RPSA
1317
Richard P. Slaughter Associates
Texas
– -$249K -585 Closed
RPWA
1318
Regent Peak Wealth Advisors
Georgia
– -$242K -569 Closed
WFA
1319
Wade Financial Advisory
California
– -$240K -565 Closed
NHC
1320
Nicholas Hoffman & Company
Georgia
– -$234K -550 Closed
DFG
1321
Delta Financial Group
New Jersey
– -$232K -544 Closed
EC
1322
Eaton-Cambridge
Arizona
– -$231K -544 Closed
SCA
1323
Sandy Cove Advisors
Massachusetts
– -$229K -539 Closed
CG
1324
CFO4Life Group
Texas
– -$221K -519 Closed
WBCM
1325
Wilson & Boucher Capital Management
California
– -$213K -500 Closed
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