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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
676
Dakota Wealth Management
Florida
$385K +$426K +3,457 New
WSTAM
677
Wilbanks Smith & Thomas Asset Management
Virginia
$384K -$3.57K -29 -0.8%
B
678
Bailard
California
$383K – – –
PMFA
679
Plante Moran Financial Advisors
Michigan
$382K +$123 +1 +0%
AAS
680
Annex Advisory Services
Wisconsin
$381K +$211K +1,710 +100%
MG
681
Mather Group
Illinois
$380K +$167K +1,353 +66%
FANJ
682
Financial Architects (New Jersey)
New Jersey
$378K +$418K +3,392 New
EW
683
Evoke Wealth
California
$377K – – –
PP
684
Patten & Patten
Tennessee
$377K – – –
PFG
685
Pinnacle Financial Group
Illinois
$377K +$416K +3,380 New
CPIG
686
Chicago Partners Investment Group
Illinois
$376K +$11K +89 +3%
CA
687
Crewe Advisors
Utah
$375K +$368K +2,987 +792%
BDF
688
Balasa Dinverno & Foltz
$371K -$4.93K -40 -1%
HWA
689
Heartwood Wealth Advisors
Virginia
$371K +$108K +875 +36%
OAM
690
Oak Asset Management
California
$371K +$410K +3,325 New
GCA
691
Greenwood Capital Associates
South Carolina
$370K +$408K +3,315 New
ANBT
692
American National Bank & Trust
Texas
$369K +$395K +3,210 +3,210%
AFS
693
AFG Fiduciary Services
Massachusetts
$367K +$8.13K +66 +2%
CWM
694
Curi Wealth Management
North Carolina
$367K +$405K +3,289 New
PBT
695
Pictet Bank & Trust
Bahamas
$366K -$2.66M -21,630 -87%
RF
696
Resolute Financial
Massachusetts
$365K -$12.3K -100 -3%
KF
697
Krilogy Financial
Missouri
$365K – – –
BFG
698
Berger Financial Group
Minnesota
$365K +$29.1K +236 +8%
WPC
699
Wedmont Private Capital
Pennsylvania
$364K +$27.8K +226 +7%
LIM
700
Loudon Investment Management
New Hampshire
$362K -$351K -2,850 -47%
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