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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
201
Orrstown Financial Services
Pennsylvania
$1.09M – – –
MA
202
MUFG Americas
New York
$1.09M -$4.83K -23 -0.4%
SC
203
SouthState Corp
Florida
$1.08M – – –
Daiwa Securities Group
204
Daiwa Securities Group
Japan
$1.08M -$2.1M -10,000 -66%
HT
205
HighTower Trust
Texas
$1.07M +$1.05M +5,025 New
MLL
206
Moody Lynn & Lieberson
Massachusetts
$1.06M – – –
KCM
207
Karp Capital Management
California
$1.05M -$90.2K -430 -8%
AIIMS
208
Analyst IMS Investment Management Services
Israel
$1.04M – – –
RC
209
Roundview Capital
New Jersey
$1.03M – – –
KLI
210
Kelman-Lazarov Inc
Tennessee
$992K – – –
DSC
211
Duncker Streett & Co
Missouri
$955K +$63.4K +302 +7%
MIFH
212
Migdal Insurance & Financial Holdings
Israel
$932K -$1.18M -5,630 -56%
UR
213
USCA RIA
Texas
$903K -$15.3K -73 -2%
RFC
214
Regions Financial Corp
Alabama
$900K +$63.8K +304 +8%
EHPM
215
Emery Howard Portfolio Management
California
$885K -$38.2K -182 -4%
TAM
216
Tocqueville Asset Management
New York
$867K – – –
AMIM
217
Aull & Monroe Investment Management
Alabama
$860K -$31.5K -150 -4%
TCM
218
Tuttle Capital Management
Connecticut
$848K +$835K +3,981 New
EP
219
Edgestream Partners
New Jersey
$845K -$299K -1,427 -26%
MWP
220
MYCIO Wealth Partners
Pennsylvania
$843K +$6.5K +31 +0.8%
CTI
221
Community Trust & Investment
Kentucky
$832K – – –
FCAG
222
First Capital Advisors Group
New Jersey
$822K -$101K -480 -11%
CTC
223
Central Trust Company
Missouri
$820K – – –
LFAS
224
Level Four Advisory Services
Texas
$819K – – –
WA
225
WFG Advisors
Texas
$814K -$7.55K -36 -0.9%
7 8
9
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