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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1301
Basecamp Wealth Advisors
Washington
$31.7K +$5.81K +12 +21%
SIM
1302
Synergy Investment Management
Florida
$31.6K +$32.9K +68 New
DFA
1303
DHJJ Financial Advisors
Illinois
$30.4K +$484 +1 +2%
LI
1304
LRI Investments
Florida
$29.2K – – –
HHGA
1305
Halbert Hargrove Global Advisors
California
$28.7K – – –
MIFH
1306
Migdal Insurance & Financial Holdings
Israel
$28.3K – – –
MMG
1307
Monetary Management Group
Missouri
$28.3K – – –
AFG
1308
Albion Financial Group
Utah
$26.9K -$4.84K -10 -15%
CMP
1309
Coston McIsaac & Partners
Maine
$26K – – –
HCM
1310
Horrell Capital Management
Arkansas
$25.9K – – –
KFP
1311
Kerr Financial Planning
California
$24.9K +$484 +1 +2%
TFA
1312
Toth Financial Advisory
Virginia
$24.7K +$484 +1 +2%
VCM
1313
Versant Capital Management
Arizona
$24.5K – – –
HPWM
1314
High Point Wealth Management
New Jersey
$24.5K +$25.7K +53 New
BA
1315
Ballast Advisors
Minnesota
$24.1K +$25.2K +52 New
CFSG
1316
Community Financial Services Group
Vermont
$23.3K +$24.2K +50 New
RTC
1317
Riverview Trust Company
Washington
$21.8K – – –
EIP
1318
Essential Investment Partners
Colorado
$21.3K – – –
PK
1319
Pflug Koory
Nebraska
$21.2K – – –
RF
1320
Rossby Financial
Florida
$20.9K – – –
AIM
1321
Access Investment Management
Georgia
$20.8K – – –
QCG
1322
Quadrant Capital Group
Ohio
$20.4K – – –
CFO
1323
CVA Family Office
Colorado
$19.5K +$4.84K +10 +31%
CCMI
1324
Creative Capital Management Investments
California
$19.5K +$9.69K +20 +91%
TWM
1325
Tripletail Wealth Management
Florida
$18.6K – – –
51 52
53
54 55