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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
676
Annex Advisory Services
Wisconsin
$381K +$211K +1,710 +100%
MG
677
Mather Group
Illinois
$380K +$167K +1,353 +66%
FANJ
678
Financial Architects (New Jersey)
New Jersey
$378K +$418K +3,392 New
EW
679
Evoke Wealth
California
$377K – – –
PP
680
Patten & Patten
Tennessee
$377K – – –
PFG
681
Pinnacle Financial Group
Illinois
$377K +$416K +3,380 New
CPIG
682
Chicago Partners Investment Group
Illinois
$376K +$11K +89 +3%
CA
683
Crewe Advisors
Utah
$375K +$368K +2,987 +792%
BDF
684
Balasa Dinverno & Foltz
$371K -$4.93K -40 -1%
HWA
685
Heartwood Wealth Advisors
Virginia
$371K +$108K +875 +36%
OAM
686
Oak Asset Management
California
$371K +$410K +3,325 New
GCA
687
Greenwood Capital Associates
South Carolina
$370K +$408K +3,315 New
ANBT
688
American National Bank & Trust
Texas
$369K +$395K +3,210 +3,210%
AFS
689
AFG Fiduciary Services
Massachusetts
$367K +$8.13K +66 +2%
CWM
690
Curi Wealth Management
North Carolina
$367K +$405K +3,289 New
PBT
691
Pictet Bank & Trust
Bahamas
$366K -$2.66M -21,630 -87%
RF
692
Resolute Financial
Massachusetts
$365K -$12.3K -100 -3%
KF
693
Krilogy Financial
Missouri
$365K – – –
BFG
694
Berger Financial Group
Minnesota
$365K +$29.1K +236 +8%
WPC
695
Wedmont Private Capital
Pennsylvania
$364K +$27.8K +226 +7%
LIM
696
Loudon Investment Management
New Hampshire
$362K -$351K -2,850 -47%
MCM
697
Magnolia Capital Management
New York
$362K +$16K +130 +4%
RWP
698
Ridgecrest Wealth Partners
California
$362K +$49.3K +400 +14%
CDH
699
Charles D. Hyman
$361K +$1.48K +12 +0.4%
SWM
700
Selective Wealth Management
Virginia
$360K +$81.2K +659 +26%
26 27
28
29 30