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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAC
226
Private Wealth Advisors (California)
California
$1.86M +$4.44K +45 +0.2%
LOIM
227
Liberty One Investment Management
Illinois
$1.84M +$50.5K +512 +2%
CAGAS
228
Capital Advisory Group Advisory Services
Minnesota
$1.82M +$78K +791 +4%
TCOV
229
Trust Company of Vermont
Vermont
$1.81M +$12.9K +131 +0.6%
LWM
230
Lenox Wealth Management
Ohio
$1.81M -$56.1K -569 -2%
SW
231
SVB Wealth
Massachusetts
$1.79M -$296 -3 -0%
MA
232
Montag & Associates
Georgia
$1.78M -$215K -2,184 -9%
SFPG
233
Stonebridge Financial Planning Group
Florida
$1.77M -$44.9K -455 -2%
SPC
234
Sigma Planning Corp
Michigan
$1.77M +$282K +2,863 +15%
TPWA
235
TRUE Private Wealth Advisors
Oregon
$1.74M -$415K -4,203 -16%
AWM
236
Aberdeen Wealth Management
Illinois
$1.74M -$2.07K -21 -0.1%
PJB
237
Paul John Balson
California
$1.72M +$2.12M +21,507 New
AIA
238
Alera Investment Advisors
Illinois
$1.71M -$189K -1,918 -8%
HCA
239
Harbour Capital Advisors
Virginia
$1.7M -$4.93K -50 -0.2%
KWM
240
Kingsview Wealth Management
Oregon
$1.68M +$297K +3,007 +17%
NCM
241
Narwhal Capital Management
Georgia
$1.64M -$7.79K -79 -0.4%
KOMWMG
242
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.61M +$18.1K +184 +0.9%
APSP
243
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.6M +$15.8K +160 +0.8%
VFA
244
Voya Financial Advisors
Connecticut
$1.59M -$1.16M -11,778 -37%
DW
245
Domani Wealth
Pennsylvania
$1.59M +$166K +1,684 +9%
FAB
246
First American Bank
Illinois
$1.56M -$822K -8,330 -30%
CT
247
Coastline Trust
Rhode Island
$1.55M -$11.8K -120 -0.6%
NRI
248
NFP Retirement Inc
California
$1.53M -$30.8K -312 -2%
HFA
249
High Falls Advisors
New York
$1.52M – – –
MWA
250
Meridian Wealth Advisors
Texas
$1.5M +$215K +2,180 +13%
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