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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
651
Modera Wealth Management
New Jersey
$418K -$19.2K -156 -4%
KFI
652
Key Financial Inc
Pennsylvania
$414K – – –
BTI
653
Blue Trust Inc
Georgia
$414K +$162K +1,313 +60%
AFG
654
Affinia Financial Group
Massachusetts
$413K – – –
VFA
655
Valeo Financial Advisors
Indiana
$412K -$51.7K -420 -10%
SHWM
656
Smith & Howard Wealth Management
Georgia
$410K -$14.4K -117 -3%
ONB
657
Old National Bancorp
Indiana
$409K -$146K -1,185 -24%
CIAS
658
Capital Investment Advisory Services
North Carolina
$408K – – –
ADL
659
Asset Dedication LLC
California
$407K – – –
EWM
660
EPG Wealth Management
Georgia
$403K +$1.97K +16 +0.4%
KWM
661
Kingsview Wealth Management
Oregon
$402K -$54.6K -443 -11%
5L
662
55I LLC
Massachusetts
$401K +$62.7K +509 +16%
CCFCSB
663
Cape Cod Five Cents Savings Bank
Massachusetts
$401K +$197K +1,600 +80%
WF
664
WoodTrust Financial
Wisconsin
$400K +$9.61K +78 +2%
MPCG
665
Matrix Private Capital Group
New York
$399K -$161K -1,305 -27%
CI
666
Conning Inc
Connecticut
$399K – – –
UWPG
667
Ullmann Wealth Partners Group
Florida
$397K +$2.83K +23 +0.6%
AGA
668
Arkos Global Advisors
Texas
$391K +$18.5K +150 +4%
BCWM
669
Bartlett & Co Wealth Management
Ohio
$390K – – –
ACP
670
Ashfield Capital Partners
California
$390K – – –
BC
671
Bartlett & Co
Ohio
$390K – – –
PWMG
672
Provence Wealth Management Group
California
$390K – – –
IFAM
673
Institutional & Family Asset Management
Colorado
$389K +$139K +1,129 +48%
BFO
674
Boston Family Office
Massachusetts
$386K – – –
MTIC
675
Missouri Trust & Investment Company
Missouri
$386K – – –
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