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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
726
Laidlaw Wealth Management
New York
$329K – – –
FFA
727
First Foundation Advisors
California
$329K +$67.7K +550 +23%
CA
728
CGN Advisors
Kansas
$328K +$69.7K +566 +24%
Principal Financial Group
729
Principal Financial Group
Iowa
$327K – – –
MPCL
730
My Personal CFO LLC
Washington
$326K -$345K -2,798 -100%
FG
731
Foster Group
Iowa
$326K -$104K -847 -22%
ACM
732
Avalon Capital Management
California
$326K +$21.9K +178 +6%
CFG
733
Citizens Financial Group
Rhode Island
$323K – – –
SCM
734
Schnieders Capital Management
California
$323K – – –
PWLP
735
Prio Wealth Limited Partnership
Massachusetts
$320K – – –
CGPCS
736
Capital Group Private Client Services
California
$319K +$2.34K +19 +0.7%
IIC
737
Integrated Investment Consultants
Michigan
$314K – – –
EGA
738
Eagle Global Advisors
Texas
$313K -$37K -300 -10%
WKWM
739
Walter & Keenan Wealth Management
Indiana
$313K – – –
LIA
740
LBMC Investment Advisors
Tennessee
$312K +$493 +4 +0.1%
RC
741
RegentAtlantic Capital
New Jersey
$311K – – –
OFS
742
OneAscent Financial Services
Alabama
$308K -$132K -1,073 -28%
CFA
743
Compass Financial Advisors
Indiana
$308K +$13.9K +113 +4%
ATC
744
Adirondack Trust Company
New York
$307K – – –
RF
745
Rollins Financial
Georgia
$307K +$2.34K +19 +0.7%
RWP
746
Revolve Wealth Partners
New Jersey
$306K – – –
FAG
747
Financial Advisory Group
Texas
$305K – – –
SAM
748
Summit Asset Management
Tennessee
$304K – – –
WMG
749
WESCAP Management Group
California
$302K +$6.77K +55 +2%
HSA
750
HBK Sorce Advisory
Pennsylvania
$301K +$332K +2,696 New