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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1301
Pioneer Family Office
Florida
$34.7K – – –
HIC
1302
Hamrick Investment Counsel
Washington
$32.5K +$33.9K +70 New
IRAG
1303
Investment Research & Advisory Group
Georgia
$32.4K – – –
BWA
1304
Basecamp Wealth Advisors
Washington
$31.7K +$5.81K +12 +21%
SIM
1305
Synergy Investment Management
Florida
$31.6K +$32.9K +68 New
DFA
1306
DHJJ Financial Advisors
Illinois
$30.4K +$484 +1 +2%
LI
1307
LRI Investments
Florida
$29.2K – – –
HHGA
1308
Halbert Hargrove Global Advisors
California
$28.7K – – –
MIFH
1309
Migdal Insurance & Financial Holdings
Israel
$28.3K – – –
MMG
1310
Monetary Management Group
Missouri
$28.3K – – –
AFG
1311
Albion Financial Group
Utah
$26.9K -$4.84K -10 -15%
CMP
1312
Coston McIsaac & Partners
Maine
$26K – – –
HCM
1313
Horrell Capital Management
Arkansas
$25.9K – – –
KFP
1314
Kerr Financial Planning
California
$24.9K +$484 +1 +2%
TFA
1315
Toth Financial Advisory
Virginia
$24.7K +$484 +1 +2%
VCM
1316
Versant Capital Management
Arizona
$24.5K – – –
HPWM
1317
High Point Wealth Management
New Jersey
$24.5K +$25.7K +53 New
BA
1318
Ballast Advisors
Minnesota
$24.1K +$25.2K +52 New
CFSG
1319
Community Financial Services Group
Vermont
$23.3K +$24.2K +50 New
WAU
1320
Wellington-Altus USA
Manitoba, Canada
$22.5K +$20.8K +43 New
RTC
1321
Riverview Trust Company
Washington
$21.8K – – –
EIP
1322
Essential Investment Partners
Colorado
$21.3K – – –
PK
1323
Pflug Koory
Nebraska
$21.2K – – –
RF
1324
Rossby Financial
Florida
$20.9K – – –
AIM
1325
Access Investment Management
Georgia
$20.8K – – –
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