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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
576
Keating Financial Advisory Services
Kansas
$684K -$77.2K -518 -10%
BTWM
577
Baker Tilly Wealth Management
Wisconsin
$683K +$698K +4,682 New
BB
578
Berkshire Bank
Massachusetts
$680K +$125K +838 +22%
LA
579
LexAurum Advisors
Kansas
$680K +$694K +4,657 New
DI
580
Disciplined Investments
Oklahoma
$679K – – –
CCWM
581
Cassaday & Co Wealth Management
Virginia
$677K – – –
ST
582
Sageworth Trust
Pennsylvania
$677K – – –
RA
583
RFG Advisory
Alabama
$675K +$894 +6 +0.1%
TFS
584
Thoroughbred Financial Services
Tennessee
$671K -$67.9K -456 -9%
EWA
585
Exencial Wealth Advisors
Oklahoma
$670K +$458K +3,073 +202%
EFG
586
Everhart Financial Group
Ohio
$670K – – –
IAIM
587
International Assets Investment Management
Florida
$667K +$596 +4 +0.1%
SPA
588
Sentinel Pension Advisors
Massachusetts
$664K +$25.8K +173 +4%
7WCP
589
71 West Capital Partners
Massachusetts
$662K – – –
SB
590
Strategic Blueprint
Georgia
$661K -$34.3K -230 -5%
ALC
591
Alexander Labrunerie & Co
Missouri
$656K -$7.15K -48 -1%
CCA
592
Childress Capital Advisors
Texas
$655K +$99.2K +666 +17%
KL
593
KWMG LLC
Kansas
$655K +$7.15K +48 +1%
BFA
594
Beaumont Financial Advisors
Massachusetts
$655K -$11.3K -76 -2%
IAG
595
Investment Advisory Group
Massachusetts
$651K – – –
SA
596
SRH Advisors
Kansas
$651K – – –
PWAC
597
Private Wealth Advisors (California)
California
$648K +$1.94K +13 +0.3%
BI
598
Berkeley Inc
Idaho
$647K +$298 +2 +0%
BWS
599
Buck Wealth Strategies
Colorado
$645K -$371K -2,489 -36%
JAA
600
Joel Adams & Associates
North Carolina
$645K +$107K +721 +20%
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