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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
176
SOL Capital Management
Maryland
$961K -$46.2K -260 -5%
KIA
177
KCM Investment Advisors
California
$961K +$133K +750 +16%
CHJWM
178
Carlton Hofferkamp & Jenks Wealth Management
Texas
$957K – – –
UR
179
USCA RIA
Texas
$934K -$3.55K -20 -0.4%
PAI
180
Pittenger & Anderson Inc
Nebraska
$917K +$1.06K +6 +0.1%
SC
181
SouthState Corp
Florida
$911K – – –
PFG
182
Pacific Financial Group
Washington
$890K +$883K +4,974 New
AMIM
183
Aull & Monroe Investment Management
Alabama
$887K -$18.8K -106 -2%
KC
184
Kingfisher Capital
North Carolina
$883K -$51.7K -291 -6%
AIIMS
185
Analyst IMS Investment Management Services
Israel
$875K – – –
SFA
186
Sequoia Financial Advisors
Ohio
$843K +$411K +2,315 +97%
CAS
187
Cue Advisory Services
Arizona
$788K – – –
SI
188
SII Investments
Wisconsin
$786K +$485K +2,734 +166%
EHPM
189
Emery Howard Portfolio Management
California
$775K -$203K -1,146 -21%
DSC
190
Duncker Streett & Co
Missouri
$747K -$36K -203 -5%
DY
191
Dowling & Yahnke
California
$742K +$53.3K +300 +8%
OC
192
Oppenheimer & Co
New York
$731K -$104K -588 -13%
TAM
193
Tocqueville Asset Management
New York
$730K – – –
EWM
194
Evercore Wealth Management
New York
$713K – – –
CTI
195
Community Trust & Investment
Kentucky
$698K – – –
CTC
196
Central Trust Company
Missouri
$697K – – –
MWP
197
MYCIO Wealth Partners
Pennsylvania
$691K +$210K +1,183 +44%
BRF
198
B. Riley Financial
California
$679K +$178 +1 +0%
AA
199
Alesco Advisors
New York
$662K -$159K -895 -19%
CAL
200
Capital Advisors Ltd
Ohio
$660K – – –
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