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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
726
Newbridge Financial Services Group
Florida
$30K +$30.2K +320 New
HFA
727
HC Financial Advisors
California
$29K – – –
JWA
728
JFS Wealth Advisors
Pennsylvania
$28K – – –
OC
729
Oakworth Capital
Alabama
$28K – – –
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$28K +$18.9K +200 +200%
CPW
731
Catalyst Private Wealth
California
$28K +$28.3K +300 New
AIC
732
Archer Investment Corporation
Indiana
$26.8K -$4.9K -52 -15%
LWA
733
Lowe Wealth Advisors
Maryland
$26K -$208K -2,210 -89%
NSIM
734
North Star Investment Management
Illinois
$26K -$11.8K -125 -31%
PP
735
Pacifica Partners
Canada
$25K – – –
CB
736
CNB Bank
Pennsylvania
$24K – – –
PGAM
737
Princeton Global Asset Management
New Jersey
$24K +$283 +3 +1%
EFSCE
738
Enterprise Financial Services Corp (EFSC)
Missouri
$21K – – –
AP
739
Atwood & Palmer
Missouri
$18K – – –
JSC
740
Jackson Square Capital
California
$18K – – –
FRA
741
Front Row Advisors
California
$17K – – –
SFG
742
Sowa Financial Group
Rhode Island
$17K – – –
FCA
743
FinTrust Capital Advisors
South Carolina
$17K +$7.07K +75 +71%
AA
744
Advisory Alpha
Michigan
$17K +$16.7K +177 New
CLOS
745
Compagnie Lombard Odier SCmA
Switzerland
$16K – – –
BWA
746
BDO Wealth Advisors
Florida
$15K -$30.1K -319 -66%
BWA
747
Burt Wealth Advisors
Maryland
$14K -$151K -1,600 -91%
PP
748
PrairieView Partners
Minnesota
$14K – – –
HGWM
749
Harvest Group Wealth Management
Massachusetts
$14K +$94 +1 +0.7%
BBL
750
Beck Bode LLC
Massachusetts
$14K +$14.1K +150 New
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30
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