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State Street SPDR S&P Dividend ETF

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