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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
176
Tocqueville Asset Management
New York
$717K -$18K -100 -2%
GT
177
Glenmede Trust
Pennsylvania
$711K -$18K -100 -2%
CTC
178
Central Trust Company
Missouri
$710K +$2.16K +12 +0.3%
EWM
179
Evercore Wealth Management
New York
$700K +$259K +1,440 +57%
CTI
180
Community Trust & Investment
Kentucky
$686K – – –
SBH
181
Segall Bryant & Hamill
Illinois
$668K -$267K -1,485 -28%
SPC
182
Sigma Planning Corp
Michigan
$665K -$1.12M -6,250 -62%
CAL
183
Capital Advisors Ltd
Ohio
$648K – – –
CHJWM
184
Carlton Hofferkamp & Jenks Wealth Management
Texas
$616K +$108K +600 +21%
BMC
185
Benin Management Corp
Connecticut
$615K +$144K +800 +30%
ACM
186
Ashford Capital Management
Delaware
$614K -$1.62M -8,987 -72%
CIP
187
Cornerstone Investment Partners
Georgia
$602K – – –
SI
188
SII Investments
Wisconsin
$593K -$78.4K -436 -11%
MWM
189
Mission Wealth Management
California
$587K +$595K +3,305 New
DY
190
Dowling & Yahnke
California
$581K +$25.2K +140 +4%
ICAS
191
Investors Capital Advisory Services
Massachusetts
$579K -$192K -1,067 -24%
SCM
192
SOL Capital Management
Maryland
$578K +$1.8K +10 +0.3%
FNBOO
193
First National Bank of Omaha
Nebraska
$576K – – –
DCM
194
Donaldson Capital Management
Indiana
$565K -$7.02K -39 -1%
CCWA
195
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$563K +$576K +3,200 New
JWBC
196
J.W. Burns & Co
New York
$529K -$154K -855 -22%
FSA
197
Financial Sense Advisors
California
$527K – – –
WA
198
WFG Advisors
Texas
$523K -$1.8K -10 -0.3%
CPA
199
Court Place Advisors
Maryland
$523K +$360 +2 +0.1%
OC
200
Oarsman Capital
Wisconsin
$510K – – –
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8
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