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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
651
Smith & Howard Wealth Management
Georgia
$410K -$14.4K -117 -3%
ONB
652
Old National Bancorp
Indiana
$409K -$146K -1,185 -24%
CIAS
653
Capital Investment Advisory Services
North Carolina
$408K – – –
ADL
654
Asset Dedication LLC
California
$407K – – –
EWM
655
EPG Wealth Management
Georgia
$403K +$1.97K +16 +0.4%
KWM
656
Kingsview Wealth Management
Oregon
$402K -$54.6K -443 -11%
5L
657
55I LLC
Massachusetts
$401K +$62.7K +509 +16%
CCFCSB
658
Cape Cod Five Cents Savings Bank
Massachusetts
$401K +$197K +1,600 +80%
WF
659
WoodTrust Financial
Wisconsin
$400K +$9.61K +78 +2%
MPCG
660
Matrix Private Capital Group
New York
$399K -$161K -1,305 -27%
CI
661
Conning Inc
Connecticut
$399K – – –
UWPG
662
Ullmann Wealth Partners Group
Florida
$397K +$2.83K +23 +0.6%
AGA
663
Arkos Global Advisors
Texas
$391K +$18.5K +150 +4%
BCWM
664
Bartlett & Co Wealth Management
Ohio
$390K – – –
ACP
665
Ashfield Capital Partners
California
$390K – – –
BC
666
Bartlett & Co
Ohio
$390K – – –
PWMG
667
Provence Wealth Management Group
California
$390K – – –
IFAM
668
Institutional & Family Asset Management
Colorado
$389K +$139K +1,129 +48%
BFO
669
Boston Family Office
Massachusetts
$386K – – –
MTIC
670
Missouri Trust & Investment Company
Missouri
$386K – – –
DWM
671
Dakota Wealth Management
Florida
$385K +$426K +3,457 New
JSAM
672
J. Safra Asset Management
New York
$384K -$304K -2,470 -5%
WSTAM
673
Wilbanks Smith & Thomas Asset Management
Virginia
$384K -$3.57K -29 -0.8%
B
674
Bailard
California
$383K – – –
PMFA
675
Plante Moran Financial Advisors
Michigan
$382K +$123 +1 +0%
25 26
27
28 29