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State Street SPDR Dow Jones Industrial Average ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
201
J.W. Cole Advisors
Florida
$4.42M +$1.22M +3,766 +39%
MPW
202
Melone Private Wealth
Michigan
$4.4M +$582K +1,790 +16%
TI
203
Truepoint Inc
Ohio
$4.34M -$2M -6,168 -32%
TCM
204
Tufton Capital Management
Maryland
$4.26M -$391K -1,204 -9%
NL
205
NWAM LLC
Washington
$4.16M +$418K +1,285 +11%
JGC
206
J. Goldman & Co
New York
$4.15M +$437K +1,344 +12%
MA
207
Montag & Associates
Georgia
$4.15M +$29.9K +92 +0.7%
Vontobel Holding
208
Vontobel Holding
Switzerland
$4.15M -$2.13M -6,557 -34%
IA
209
IFG Advisors
Missouri
$4.1M +$20.8K +64 +0.5%
Nomura Asset Management
210
Nomura Asset Management
Japan
$4.09M +$405K +1,245 +11%
TIA
211
Traphagen Investment Advisors
New Jersey
$4.06M +$13.4M +41,292 +1,317%
PFA
212
Pettinga Financial Advisors
Indiana
$3.98M -$998K -3,070 -20%
CA
213
Cullinan Associates
Kentucky
$3.98M +$3.9M +12,000 New
TIM
214
Tortoise Investment Management
New York
$3.95M -$211K -649 -5%
GSWM
215
Greenup Street Wealth Management
Michigan
$3.92M +$3.85M +11,836 New
AWS
216
AJ Wealth Strategies
New York
$3.92M -$4.55K -14 -0.1%
BHB
217
Bank Hapoalim BM
Israel
$3.91M +$3M +9,243 +362%
BRG
218
Bay Rivers Group
Virginia
$3.87M +$1.95K +6 +0.1%
LTL
219
Lowery Thomas LLC
California
$3.86M -$419K -1,290 -10%
SFG
220
SNS Financial Group
Minnesota
$3.84M -$234K -720 -6%
IFG
221
Independent Financial Group
California
$3.82M +$323K +994 +9%
US Bancorp
222
US Bancorp
Minnesota
$3.77M +$938K +2,886 +34%
SWM
223
Spire Wealth Management
Virginia
$3.63M +$471K +1,448 +15%
BAM
224
BTS Asset Management
Massachusetts
$3.62M +$3.54M +10,899 New
KFS
225
Kaizen Financial Strategies
California
$3.58M +$689K +2,120 +26%