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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
201
CreativeOne Wealth
Kansas
$6.99M +$972K +2,054 +16%
MSFS
202
Main Street Financial Solutions
Pennsylvania
$6.91M +$62.4K +132 +0.9%
AIP
203
Alexis Investment Partners
Texas
$6.9M +$250K +528 +4%
EWA
204
EP Wealth Advisors
California
$6.89M +$6.78M +14,329 New
MGIA
205
Moneta Group Investment Advisors
Missouri
$6.79M +$550K +1,162 +9%
JIC
206
Johnson Investment Counsel
Ohio
$6.76M +$17K +36 +0.3%
MCM
207
Moon Capital Management
New York
$6.72M +$6.61M +13,978 New
FRA
208
Frank Rimerman Advisors
California
$6.53M -$344K -727 -5%
HWM
209
HB Wealth Management
Georgia
$6.47M -$137K -289 -2%
HH
210
Hilltop Holdings
Texas
$6.39M +$137K +289 +2%
CFO
211
Callan Family Office
Pennsylvania
$6.35M +$6.02M +12,724 +2,545%
GWM
212
Greenwich Wealth Management
Connecticut
$6.26M -$46.8K -99 -0.8%
CAG
213
Curtis Advisory Group
California
$6.2M – – –
RFC
214
Regions Financial Corp
Alabama
$6.17M -$51.1K -108 -0.8%
WIA
215
World Investment Advisors
California
$6.15M +$593K +1,253 +11%
SAM
216
Summit Asset Management
Tennessee
$6.08M -$53.5K -113 -0.9%
HI
217
Harbour Investments
Wisconsin
$6.07M +$942K +1,991 +19%
MWM
218
Meridian Wealth Management
Kentucky
$6.07M -$899K -1,900 -13%
SPC
219
Sigma Planning Corp
Michigan
$6.06M +$232K +491 +4%
CL
220
COWA LLC
Oklahoma
$6.02M -$283K -599 -5%
MA
221
Montag & Associates
Georgia
$5.96M +$82.8K +175 +1%
IAS
222
Insigneo Advisory Services
Florida
$5.85M -$258K -546 -4%
GLA
223
Great Lakes Advisors
Illinois
$5.83M +$5.74M +12,132 New
BRG
224
Bay Rivers Group
Virginia
$5.82M +$18.4K +39 +0.3%
IA
225
IFG Advisors
Missouri
$5.81M -$100K -212 -2%
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