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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
176
Windsor Capital Management
Arizona
$950K +$657K +3,944 +275%
CHJWM
177
Carlton Hofferkamp & Jenks Wealth Management
Texas
$945K +$50K +300 +6%
UR
178
USCA RIA
Texas
$925K +$999 +6 +0.1%
KC
179
Kingfisher Capital
North Carolina
$923K -$1.86M -11,167 -68%
GJIC
180
Gamble Jones Investment Counsel
California
$919K – – –
PAI
181
Pittenger & Anderson Inc
Nebraska
$904K +$67.3K +404 +9%
SC
182
SouthState Corp
Florida
$899K +$848K +5,090 New
AMIM
183
Aull & Monroe Investment Management
Alabama
$893K +$50K +300 +6%
AIIMS
184
Analyst IMS Investment Management Services
Israel
$864K – – –
OC
185
Oppenheimer & Co
New York
$826K -$353K -2,122 -31%
KIA
186
KCM Investment Advisors
California
$816K – – –
AA
187
Alesco Advisors
New York
$811K +$109K +655 +17%
CAS
188
Cue Advisory Services
Arizona
$777K -$200K -1,200 -21%
DSC
189
Duncker Streett & Co
Missouri
$773K -$49.6K -298 -6%
UCFA
190
United Capital Financial Advisors
Texas
$737K -$6.82M -40,946 -91%
TAM
191
Tocqueville Asset Management
New York
$721K – – –
EWM
192
Evercore Wealth Management
New York
$703K – – –
GT
193
Glenmede Trust
Pennsylvania
$691K -$20.8K -125 -3%
CTI
194
Community Trust & Investment
Kentucky
$689K – – –
CTC
195
Central Trust Company
Missouri
$688K +$7.5K +45 +1%
CAM
196
Concorde Asset Management
Michigan
$683K -$54.6K -328 -8%
DY
197
Dowling & Yahnke
California
$679K +$33.3K +200 +5%
SFM
198
Signet Financial Management
New Jersey
$671K +$633K +3,801 New
BRF
199
B. Riley Financial
California
$670K -$98.6K -592 -13%
CAL
200
Capital Advisors Ltd
Ohio
$652K +$167 +1 +0%
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8
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