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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
226
Liberty One Investment Management
Illinois
$1.84M +$50.5K +512 +2%
CAGAS
227
Capital Advisory Group Advisory Services
Minnesota
$1.82M +$78K +791 +4%
TCOV
228
Trust Company of Vermont
Vermont
$1.81M +$12.9K +131 +0.6%
LWM
229
Lenox Wealth Management
Ohio
$1.81M -$56.1K -569 -2%
SW
230
SVB Wealth
Massachusetts
$1.79M -$296 -3 -0%
MA
231
Montag & Associates
Georgia
$1.78M -$215K -2,184 -9%
SFPG
232
Stonebridge Financial Planning Group
Florida
$1.77M -$44.9K -455 -2%
SPC
233
Sigma Planning Corp
Michigan
$1.77M +$282K +2,863 +15%
TPWA
234
TRUE Private Wealth Advisors
Oregon
$1.74M -$415K -4,203 -16%
AWM
235
Aberdeen Wealth Management
Illinois
$1.74M -$2.07K -21 -0.1%
PJB
236
Paul John Balson
California
$1.72M +$2.12M +21,507 New
AIA
237
Alera Investment Advisors
Illinois
$1.71M -$189K -1,918 -8%
HCA
238
Harbour Capital Advisors
Virginia
$1.7M -$4.93K -50 -0.2%
KWM
239
Kingsview Wealth Management
Oregon
$1.68M +$297K +3,007 +17%
NCM
240
Narwhal Capital Management
Georgia
$1.64M -$7.79K -79 -0.4%
KOMWMG
241
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.61M +$18.1K +184 +0.9%
APSP
242
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.6M +$15.8K +160 +0.8%
VFA
243
Voya Financial Advisors
Connecticut
$1.59M -$1.16M -11,778 -37%
DW
244
Domani Wealth
Pennsylvania
$1.59M +$166K +1,684 +9%
FAB
245
First American Bank
Illinois
$1.56M -$822K -8,330 -30%
CT
246
Coastline Trust
Rhode Island
$1.55M -$11.8K -120 -0.6%
NRI
247
NFP Retirement Inc
California
$1.53M -$30.8K -312 -2%
HFA
248
High Falls Advisors
New York
$1.52M – – –
MWA
249
Meridian Wealth Advisors
Texas
$1.5M +$215K +2,180 +13%
OAM
250
Occidental Asset Management
California
$1.48M -$90.5K -918 -5%
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