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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$1.07M -$85.8K -684 -8%
IGWM
452
ICA Group Wealth Management
Colorado
$1.06M -$4.39K -35 -0.4%
ASBI
453
American State Bank (Iowa)
Iowa
$1.04M – – –
RWP
454
RWA Wealth Partners
Massachusetts
$1.04M -$5.39K -43 -0.5%
FNT
455
First National Trust
Pennsylvania
$1.03M +$104K +825 +12%
FPGK
456
Financial Partners Group (Kansas)
Kansas
$1.03M +$125 +1 +0%
TFS
457
Thoroughbred Financial Services
Tennessee
$1.02M -$279K -2,221 -22%
SI
458
Saxon Interests
Texas
$1.02M -$77.3K -616 -7%
MC
459
Mathes Company
New York
$1.02M – – –
PP
460
Patron Partners
Texas
$1M -$125K -999 -12%
FPCP
461
Fort Point Capital Partners
California
$1M -$3.76K -30 -0.4%
LSPW
462
Lake Street Private Wealth
Illinois
$993K -$753 -6 -0.1%
PCA
463
Pallas Capital Advisors
Massachusetts
$993K +$312K +2,484 +49%
KA
464
Kovack Advisors
Florida
$991K -$64K -510 -6%
AIFAIM
465
American Institute for Advanced Investment Management
Arizona
$990K – – –
CG
466
Caprock Group
Idaho
$984K – – –
FDCDDQ
467
Federation des caisses Desjardins du Quebec
Quebec, Canada
$978K +$16.7K +133 +2%
RIA
468
Realta Investment Advisors
Delaware
$976K -$66.2K -528 -7%
CFMC
469
Curbstone Financial Management Corp
New Hampshire
$965K – – –
WFAG
470
Wescott Financial Advisory Group
Pennsylvania
$963K -$75.3K -600 -8%
MMPW
471
Mitchell McLeod Pugh & Williams
Alabama
$955K -$5.02K -40 -0.5%
JWA
472
JFS Wealth Advisors
Pennsylvania
$952K -$37.6K -300 -4%
BBWP
473
Beacon Bridge Wealth Partners
Pennsylvania
$924K -$627K -5,001 -42%
PTC
474
Private Trust Company
Ohio
$918K +$14.6K +116 +2%
ACM
475
Ategra Capital Management
Virginia
$915K -$310K -2,468 -26%
17 18
19
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