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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
151
Plante Moran Financial Advisors
Michigan
$1.23M – – –
BOS
152
Bingham Osborn & Scarborough
California
$1.22M +$833 +5 +0.1%
CAN
153
Cetera Advisor Networks
California
$1.21M -$114K -686 -9%
IA
154
IFP Advisors
Florida
$1.21M -$660K -3,964 -46%
NPF
155
Norris Perne & French
Michigan
$1.2M +$316K +1,900 +39%
NCM
156
Narwhal Capital Management
Georgia
$1.19M – – –
TFA
157
Transamerica Financial Advisors
Florida
$1.19M +$668K +4,008 +147%
KLI
158
Kelman-Lazarov Inc
Tennessee
$1.18M +$1.11M +6,650 New
SBIA
159
Sheaff Brock Investment Advisors
Indiana
$1.12M +$43.6K +262 +4%
CA
160
Cambridge Advisors
Nebraska
$1.12M – – –
ASN
161
Advisory Services Network
Georgia
$1.06M -$1.5M -9,036 -60%
HIMC
162
Heritage Investors Management Corp
Maryland
$1.03M +$33.3K +200 +4%
GWM
163
Geneos Wealth Management
Colorado
$1.02M +$961K +5,770 New
MLL
164
Moody Lynn & Lieberson
Massachusetts
$1.01M -$280K -1,684 -23%
CLOS
165
Compagnie Lombard Odier SCmA
Switzerland
$1.01M -$103K -620 -10%
OFS
166
Orrstown Financial Services
Pennsylvania
$1.01M -$266K -1,600 -22%
GW
167
GW & Wade
Massachusetts
$1M +$24.1K +145 +3%
SCM
168
SOL Capital Management
Maryland
$994K +$20.8K +125 +2%
HFA
169
High Falls Advisors
New York
$987K -$107K -644 -10%
SS
170
Simplicity Solutions
Minnesota
$980K +$833 +5 +0.1%
RC
171
Roundview Capital
New Jersey
$978K -$35K -210 -4%
BTS
172
BB&T Securities
Virginia
$973K +$693K +4,163 +308%
NIA
173
Northstar Investment Advisors
Colorado
$971K – – –
EHPM
174
Emery Howard Portfolio Management
California
$967K +$1.67K +10 +0.2%
BRWM
175
B. Riley Wealth Management
Tennessee
$959K +$905K +5,432 New
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