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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
201
WealthBridge Capital Management
Ohio
$3.36M -$54.3K -172 -2%
SG
202
StoneX Group
New York
$3.33M +$310K +981 +11%
SCM
203
Schnieders Capital Management
California
$3.31M +$632K +2,002 +25%
GA
204
GFS Advisors
Texas
$3.25M -$208K -659 -6%
SAMT
205
Select Asset Management & Trust
Pennsylvania
$3.2M -$1.14M -3,596 -27%
DWMG
206
DB Wealth Management Group
California
$3.18M +$40.1K +127 +1%
MGIA
207
Moneta Group Investment Advisors
Missouri
$3.14M +$1.45M +4,604 +94%
TI
208
Truepoint Inc
Ohio
$3.14M – – –
AIC
209
Ayalon Insurance Company
Israel
$3.12M +$631K +2,000 +27%
SWM
210
Sugarloaf Wealth Management
Georgia
$3.08M – – –
PPA
211
Parametric Portfolio Associates
Washington
$3.04M -$164K -519 -5%
BRWA
212
B. Riley Wealth Advisors
Florida
$3.01M +$986K +3,123 +52%
ABTD
213
Arvest Bank Trust Division
Oklahoma
$3M -$7.04M -22,306 -71%
GWM
214
Greenwich Wealth Management
Connecticut
$3M -$168K -532 -6%
KFGK
215
Keystone Financial Group (Kentucky)
Kentucky
$2.98M +$40.7K +129 +1%
CT
216
Caldwell Trust
Florida
$2.96M +$4.74K +15 +0.2%
JG
217
Jefferies Group
New York
$2.94M +$2.32M +7,342 +470%
IFG
218
Independent Financial Group
California
$2.93M +$76.4K +242 +3%
GWM
219
Geneos Wealth Management
Colorado
$2.92M -$7.89K -25 -0.3%
BPC
220
Banque Pictet & Cie
Switzerland
$2.88M -$338K -1,070 -11%
HB
221
Homrich & Berg
Georgia
$2.86M +$181K +573 +7%
KA
222
Kovack Advisors
Florida
$2.85M -$2.11M -6,671 -44%
RWB
223
RMR Wealth Builders
New Jersey
$2.85M +$974K +3,086 +56%
SWP
224
Summit Wealth Partners
Florida
$2.76M -$2.21K -7 -0.1%
GSWM
225
Golden State Wealth Management
California
$2.69M +$631 +2 +0%
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