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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
501
Optimum Investment Advisors
Illinois
$354K +$1.5K +15 +0.4%
BCP
502
Berkeley Capital Partners
Georgia
$354K +$7.1K +71 +2%
SDWIA
503
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$353K – – –
GM
504
GeoWealth Management
Illinois
$353K +$350K +3,500 New
WIA
505
World Investment Advisors
California
$350K -$30.3K -303 -8%
ASC
506
Atalanta Sosnoff Capital
New York
$349K +$48.1K +481 +16%
TF
507
TimeScale Financial
Massachusetts
$346K -$82.3K -823 -19%
BDF
508
Balasa Dinverno & Foltz
$344K – – –
VNA
509
Valley National Advisers
Pennsylvania
$343K +$800 +8 +0.2%
KCM
510
Karp Capital Management
California
$341K – – –
CCT
511
Chemung Canal Trust
New York
$340K – – –
FANJ
512
Financial Architects (New Jersey)
New Jersey
$339K -$9.9K -99 -3%
PWP
513
Principle Wealth Partners
Connecticut
$333K – – –
PWLP
514
Prio Wealth Limited Partnership
Massachusetts
$333K – – –
ST
515
Smithfield Trust
Pennsylvania
$332K -$3.9K -39 -1%
FF
516
Friedenthal Financial
New Jersey
$328K – – –
ECM
517
Evergreen Capital Management
Washington
$327K +$10K +100 +3%
SHWM
518
Smith & Howard Wealth Management
Georgia
$323K -$148K -1,480 -32%
HTC
519
Haverford Trust Company
Pennsylvania
$323K – – –
ACM
520
Allred Capital Management
Texas
$323K +$400 +4 +0.1%
NAM
521
NTV Asset Management
West Virginia
$323K +$320K +3,200 New
H
522
HoyleCohen
California
$319K – – –
KF
523
Krilogy Financial
Missouri
$316K -$14.9K -149 -5%
Truist Financial
524
Truist Financial
North Carolina
$315K +$70.3K +703 +29%
MAA
525
Matrix Asset Advisors
New York
$314K +$100 +1 +0%