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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1351
Wolff Wiese Magana
California
$50.1K +$2.5K +5 +5%
VWA
1352
Valued Wealth Advisors
Utah
$47.7K +$45.4K +91 New
CH
1353
CDKV Holdings
Colorado
$47K – – –
MSFP
1354
Mark Sheptoff Financial Planning
Connecticut
$47K +$44.9K +90 New
TAP
1355
Tounjian Advisory Partners
Florida
$46.9K +$44.9K +90 New
JFA
1356
JNBA Financial Advisors
Minnesota
$46.5K – – –
CFP
1357
Comprehensive Financial Planning
Pennsylvania
$45.9K +$499 +1 +1%
HIA
1358
Harbor Investment Advisory
Maryland
$43.9K – – –
ECA
1359
Elevated Capital Advisors
Utah
$41.8K – – –
WA
1360
WPG Advisers
Maryland
$41.8K – – –
SRCM
1361
Signature Resources Capital Management
California
$41.3K +$39.5K +79 New
CCM
1362
Chilton Capital Management
Texas
$41.1K – – –
LAM
1363
LOM Asset Management
$40.7K -$37.5K -75 -49%
DCM
1364
Dorato Capital Management
Colorado
$39.4K – – –
RS
1365
Rakuten Securities
Japan
$39.2K -$541K -1,084 -94%
IBOK
1366
Independence Bank of Kentucky
Kentucky
$39.2K -$2.5K -5 -6%
PFO
1367
Pioneer Family Office
Florida
$39.2K – – –
BWS
1368
Buck Wealth Strategies
Colorado
$38.1K +$36.5K +73 New
IRAG
1369
Investment Research & Advisory Group
Georgia
$36.6K – – –
LC
1370
Luminist Capital
Michigan
$36.6K +$35K +70 New
JWM
1371
JPL Wealth Management
Colorado
$36K +$34.5K +69 New
BWA
1372
Basecamp Wealth Advisors
Washington
$35.7K – – –
SIM
1373
Synergy Investment Management
Florida
$35.7K – – –
GPFA
1374
Game Plan Financial Advisors
Ohio
$35.7K +$142K +285 +1,900%
DFA
1375
DHJJ Financial Advisors
Illinois
$34.4K – – –
53 54
55
56 57