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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
726
Oakworth Capital
Alabama
$28K – – –
MPWT
727
MassMutual Private Wealth & Trust
Connecticut
$28K +$18.9K +200 +200%
CPW
728
Catalyst Private Wealth
California
$28K +$28.3K +300 New
AIC
729
Archer Investment Corporation
Indiana
$26.8K -$4.9K -52 -15%
LWA
730
Lowe Wealth Advisors
Maryland
$26K -$208K -2,210 -89%
NSIM
731
North Star Investment Management
Illinois
$26K -$11.8K -125 -31%
PP
732
Pacifica Partners
Canada
$25K – – –
CB
733
CNB Bank
Pennsylvania
$24K – – –
PGAM
734
Princeton Global Asset Management
New Jersey
$24K +$283 +3 +1%
EFSCE
735
Enterprise Financial Services Corp (EFSC)
Missouri
$21K – – –
AP
736
Atwood & Palmer
Missouri
$18K – – –
JSC
737
Jackson Square Capital
California
$18K – – –
FRA
738
Front Row Advisors
California
$17K – – –
SFG
739
Sowa Financial Group
Rhode Island
$17K – – –
AA
740
Advisory Alpha
Michigan
$17K +$16.7K +177 New
CLOS
741
Compagnie Lombard Odier SCmA
Switzerland
$16K – – –
BWA
742
BDO Wealth Advisors
Florida
$15K -$30.1K -319 -66%
BWA
743
Burt Wealth Advisors
Maryland
$14K -$151K -1,600 -91%
PP
744
PrairieView Partners
Minnesota
$14K – – –
HGWM
745
Harvest Group Wealth Management
Massachusetts
$14K +$94 +1 +0.7%
BBL
746
Beck Bode LLC
Massachusetts
$14K +$14.1K +150 New
SMG
747
Spectrum Management Group
Indiana
$13K – – –
PFS
748
Prospera Financial Services
Texas
$12K -$1.56M -16,564 -99%
CFO
749
CVA Family Office
Colorado
$12K – – –
RFWA
750
RPg Family Wealth Advisory
Massachusetts
$11.6K – – –
28 29
30
31 32