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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
701
Conning Inc
Connecticut
$447K – – –
MPCG
702
Matrix Private Capital Group
New York
$447K – – –
KF
703
Krilogy Financial
Missouri
$445K +$35K +283 +9%
PFO
704
Pathstone Family Office
New Jersey
$441K +$21.4K +173 +1%
AGA
705
Arkos Global Advisors
Texas
$439K – – –
ANBT
706
American National Bank & Trust
Texas
$438K +$23.5K +190 +6%
MCM
707
Magnolia Capital Management
New York
$438K +$31K +251 +8%
SAM
708
Summit Asset Management
Tennessee
$437K +$94.9K +768 +28%
LWM
709
LJI Wealth Management
Indiana
$435K +$430K +3,480 New
CDH
710
Charles D. Hyman
$435K +$29.5K +239 +7%
BFO
711
Boston Family Office
Massachusetts
$433K – – –
BCWM
712
Bartlett & Co Wealth Management
Ohio
$432K -$5.31K -43 -1%
BC
713
Bartlett & Co
Ohio
$432K -$5.31K -43 -1%
KWM
714
Kingsview Wealth Management
Oregon
$431K -$19.8K -160 -4%
WF
715
WoodTrust Financial
Wisconsin
$430K -$19K -154 -4%
PMFA
716
Plante Moran Financial Advisors
Michigan
$428K +$247 +2 +0.1%
UL
717
Unionview LLC
Washington
$426K +$96.5K +781 +30%
SW
718
SkyOak Wealth
Michigan
$424K +$419K +3,391 New
IFAM
719
Institutional & Family Asset Management
Colorado
$423K -$12.6K -102 -3%
FANJ
720
Financial Architects (New Jersey)
New Jersey
$423K -$1.24K -10 -0.3%
PP
721
Patten & Patten
Tennessee
$423K – – –
PFG
722
Pinnacle Financial Group
Illinois
$423K – – –
WPC
723
Wedmont Private Capital
Pennsylvania
$421K +$2.84K +23 +0.7%
CA
724
Crewe Advisors
Utah
$421K – – –
CA
725
CGN Advisors
Kansas
$421K +$52.1K +422 +14%
27 28
29
30 31