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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
201
AtlasMark Financial
Texas
$3.52M – – –
ETC
202
Exchange Traded Concepts
Oklahoma
$3.51M +$3.62M +10,368 New
IFG
203
Independent Financial Group
California
$3.49M +$259K +742 +8%
VVP
204
Venture Visionary Partners
Ohio
$3.42M +$699 +2 +0%
BAM
205
Belpointe Asset Management
Nevada
$3.39M +$897K +2,567 +34%
SCM
206
Schnieders Capital Management
California
$3.38M -$94.7K -271 -3%
BSW
207
Buckingham Strategic Wealth
Missouri
$3.37M -$239K -683 -6%
GWM
208
Greenwich Wealth Management
Connecticut
$3.33M +$353K +1,012 +11%
VC
209
Vicus Capital
Pennsylvania
$3.32M +$1.97M +5,628 +134%
AIC
210
Ayalon Insurance Company
Israel
$3.32M – – –
DWMG
211
DB Wealth Management Group
California
$3.26M +$25.8K +74 +0.8%
SPC
212
Sigma Planning Corp
Michigan
$3.25M -$162K -464 -5%
TI
213
Truepoint Inc
Ohio
$3.22M – – –
MGIA
214
Moneta Group Investment Advisors
Missouri
$3.15M -$60.8K -174 -2%
ABTD
215
Arvest Bank Trust Division
Oklahoma
$3.09M +$103K +295 +3%
CT
216
Caldwell Trust
Florida
$3.09M +$27.9K +80 +0.9%
WCM
217
WealthBridge Capital Management
Ohio
$3.07M -$645K -1,846 -17%
KFGK
218
Keystone Financial Group (Kentucky)
Kentucky
$2.98M -$10.5K -30 -0.3%
HB
219
Homrich & Berg
Georgia
$2.96M +$28.6K +82 +0.9%
PPA
220
Parametric Portfolio Associates
Washington
$2.88M +$73.7K +211 +3%
SWM
221
Sugarloaf Wealth Management
Georgia
$2.85M -$4.19K -12 -0.1%
KFA
222
Kelleher Financial Advisors
New York
$2.84M +$292K +835 +11%
GLA
223
Good Life Advisors
Pennsylvania
$2.82M -$204K -584 -7%
UCFA
224
United Capital Financial Advisors
Texas
$2.82M -$75.8K -217 -3%
SWP
225
Summit Wealth Partners
Florida
$2.82M +$4.89K +14 +0.2%
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