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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
676
Pinnacle Financial Group
Illinois
$430K
FCA
677
Fortis Capital Advisors
Kansas
$424K +$132K +1,025 +44%
H
678
HoyleCohen
California
$422K -$6.44K -50 -1%
CFB
679
Cullen/Frost Bankers
Texas
$421K -$45.5K -353 -10%
BA
680
Baugh & Associates
Georgia
$420K -$50.8K -394 -12%
QWM
681
Quadcap Wealth Management
Texas
$418K
HIA
682
HTG Investment Advisors
Connecticut
$418K -$55.3K -429 -12%
JE
683
JMAC Enterprises
Pennsylvania
$418K -$2.32K -18 -0.5%
PMFA
684
Plante Moran Financial Advisors
Michigan
$417K -$18.8K -146 -4%
GAM
685
GEM Asset Management
Michigan
$417K
AF
686
Apollon Financial
South Carolina
$412K
PIAS
687
PCA Investment Advisory Services
Ohio
$411K +$2.71K +21 +0.7%
EWA
688
Exencial Wealth Advisors
Oklahoma
$407K
PPWP
689
Premier Path Wealth Partners
New Jersey
$406K +$29.4K +228 +8%
BFO
690
Boston Family Office
Massachusetts
$406K -$9.92K -77 -2%
GIA
691
GHP Investment Advisors
Colorado
$403K -$13.9K -108 -3%
BCWM
692
Bartlett & Co Wealth Management
Ohio
$402K
LAM
693
Lakewood Asset Management
Illinois
$401K
PPW
694
Parcion Private Wealth
Washington
$401K -$7.39M -57,394 -95%
SHWM
695
Smith & Howard Wealth Management
Georgia
$401K +$38.6K +300 +11%
AQR Capital Management
696
AQR Capital Management
Connecticut
$400K
LWL
697
Leo Wealth LLC
Texas
$399K -$24.6K -191 -6%
SAM
698
Secure Asset Management
Michigan
$397K +$22.7K +176 +6%
CRC
699
Curi RMB Capital
Illinois
$395K -$288K -2,236 -42%
WOSD
700
WFA of San Diego
California
$393K +$398K +3,093 New