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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
701
SkyOak Wealth
Michigan
$419K -$252 -2 -0.1%
IFAM
702
Institutional & Family Asset Management
Colorado
$419K +$503 +4 +0.1%
PFG
703
Pinnacle Financial Group
Illinois
$418K – – –
WTA
704
Washington Trust Advisors
Massachusetts
$418K +$196K +1,555 +85%
CA
705
Crewe Advisors
Utah
$416K – – –
WPC
706
Wedmont Private Capital
Pennsylvania
$412K +$5.79K +46 +1%
PIM
707
Penobscot Investment Management
Massachusetts
$412K -$58.5K -465 -12%
OAM
708
Oak Asset Management
California
$411K – – –
HWA
709
Heartwood Wealth Advisors
Virginia
$411K – – –
LAM
710
Lakewood Asset Management
Illinois
$408K – – –
TFGT
711
TS Financial Group (TSFG)
Illinois
$407K – – –
CWM
712
Curi Wealth Management
North Carolina
$407K – – –
KF
713
Krilogy Financial
Missouri
$406K -$34.6K -275 -8%
PBT
714
Pictet Bank & Trust
Bahamas
$406K – – –
GIA
715
GHP Investment Advisors
Colorado
$398K – – –
FANJ
716
Financial Architects (New Jersey)
New Jersey
$394K -$24.5K -195 -6%
KWM
717
Kingsview Wealth Management
Oregon
$394K -$33K -262 -8%
PP
718
Patten & Patten
Tennessee
$394K -$25.2K -200 -6%
SAM
719
Sequent Asset Management
Texas
$392K – – –
CFGSD
720
Compass Financial Group (South Dakota)
South Dakota
$391K +$1.26K +10 +0.3%
SFS
721
Sowell Financial Services
Arkansas
$390K +$397K +3,153 New
HCM
722
Hengehold Capital Management
Ohio
$390K – – –
KOMWMG
723
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$389K +$2.27K +18 +0.6%
LC
724
Lindbrook Capital
California
$387K -$327K -2,600 -45%
NAM
725
NTV Asset Management
West Virginia
$384K – – –
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