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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
476
Kingsview Wealth Management
Oregon
$975K +$18.7K +138 +2%
NEWAS
477
N.E.W. Advisory Services
Wisconsin
$971K -$14.1K -104 -1%
PPW
478
Parcion Private Wealth
Washington
$963K +$491K +3,627 +115%
FNT
479
First National Trust
Pennsylvania
$960K -$156K -1,156 -15%
LSPW
480
Lake Street Private Wealth
Illinois
$955K -$114K -844 -11%
CAC
481
Certified Advisory Corp
Florida
$952K +$67.6K +500 +8%
NCFG
482
New Century Financial Group
New Jersey
$950K +$20.3K +150 +2%
WIA
483
Wetzel Investment Advisors
Indiana
$950K -$57.2K -423 -6%
SCA
484
Sandy Cove Advisors
Massachusetts
$948K +$541 +4 +0.1%
SG
485
StoneX Group
New York
$947K -$269K -1,988 -23%
RW
486
REDW Wealth
New Mexico
$946K – – –
CAM
487
Covenant Asset Management
New Jersey
$942K – – –
HH
488
Hilltop Holdings
Texas
$931K +$264K +1,950 +42%
SFG
489
SevenBridge Financial Group
Pennsylvania
$928K +$12.8K +95 +1%
HWA
490
HHM Wealth Advisors
Tennessee
$913K – – –
TSWM
491
Triangle Securities Wealth Management
North Carolina
$912K -$2.57K -19 -0.3%
FPGK
492
Financial Partners Group (Kansas)
Kansas
$909K -$88.9K -657 -9%
GWM
493
Greenhouse Wealth Management
Connecticut
$907K +$2.16K +16 +0.3%
BFS
494
Bradley Foster & Sargent
Connecticut
$904K -$13.5K -100 -2%
PBO
495
Peoples Bank (Ohio)
Ohio
$904K – – –
BAM
496
Bosun Asset Management
Illinois
$902K +$859K +6,351 New
MC
497
Moors & Cabot
Massachusetts
$902K +$248K +1,835 +41%
SWA
498
Stratos Wealth Advisors
Ohio
$898K -$56K -414 -6%
IC
499
Inscription Capital
Texas
$897K – – –
TFG
500
Taylor Financial Group
Virginia
$881K -$2.03K -15 -0.2%
18 19
20
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