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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
451
West Bancorporation
Iowa
$913K -$6.83K -54 -0.8%
FPS
452
Fieldpoint Private Securities
Connecticut
$911K -$95.4K -755 -10%
EIP
453
Ellis Investment Partners
Pennsylvania
$911K +$1.01K +8 +0.1%
CL
454
CPWM LLC
Washington
$907K +$1.77K +14 +0.2%
WCG
455
Weaver Consulting Group
California
$901K -$63.2K -500 -7%
CWM
456
Congress Wealth Management
Massachusetts
$900K -$422K -3,338 -32%
AP
457
Appleton Partners
Massachusetts
$900K -$2.53K -20 -0.3%
DSC
458
Duncker Streett & Co
Missouri
$897K -$321K -2,539 -27%
SG
459
StoneX Group
New York
$890K +$115K +910 +15%
FFP
460
Forbes Financial Planning
Rhode Island
$884K +$126 +1 +0%
HFS
461
Heritage Financial Services
Massachusetts
$883K -$10.7K -85 -1%
HWA
462
HHM Wealth Advisors
Tennessee
$883K – – –
PFM
463
Phillips Financial Management
Indiana
$883K +$871K +6,893 New
AP
464
Adero Partners
California
$881K – – –
FHC
465
First Heartland Consultants
Missouri
$860K +$134K +1,064 +19%
MRWM
466
ML&R Wealth Management
Texas
$858K – – –
PPP
467
Private Portfolio Partners
New Jersey
$857K +$523K +4,139 +162%
KL
468
KWMG LLC
Kansas
$857K -$49K -388 -5%
RW
469
REDW Wealth
New Mexico
$854K – – –
IWA
470
Intercontinental Wealth Advisors
Texas
$851K +$49.8K +394 +6%
SMC
471
Smith, Moore & Co
Missouri
$847K +$12.6K +100 +2%
CA
472
Cambridge Advisors
Nebraska
$844K – – –
RCAG
473
Rehmann Capital Advisory Group
Michigan
$843K +$2.02K +16 +0.2%
SFG
474
SevenBridge Financial Group
Pennsylvania
$834K -$1.64K -13 -0.2%
EWM
475
Empirical Wealth Management
Washington
$833K +$20.2K +160 +3%
17 18
19
20 21