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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
726
Bartlett & Co Wealth Management
Ohio
$392K -$29.5K -219 -7%
APWA
727
Atlas Private Wealth Advisors
New Jersey
$389K -$47.3K -352 -11%
Vanguard Personalized Indexing Management
728
Vanguard Personalized Indexing Management
California
$387K -$26.9K -200 -7%
VAS
729
Vestmark Advisory Solutions
Massachusetts
$387K -$33.2K -247 -8%
KWMG
730
King Wealth Management Group
Florida
$386K -$20.2K -150 -5%
NAM
731
NTV Asset Management
West Virginia
$384K – – –
SIC
732
Salem Investment Counselors
North Carolina
$381K +$3.9K +29 +1%
ANBT
733
American National Bank & Trust
Texas
$381K +$14K +104 +4%
MPCL
734
My Personal CFO LLC
Washington
$380K – – –
GWM
735
Greenhouse Wealth Management
Connecticut
$378K -$489K -3,633 -57%
RWM
736
Revisor Wealth Management
Ohio
$377K +$374K +2,780 New
SCM
737
Schnieders Capital Management
California
$374K -$33.2K -247 -8%
GWP
738
Gen-Wealth Partners
Michigan
$374K – – –
MWM
739
Maridea Wealth Management
New York
$373K -$403 -3 -0.1%
BFO
740
Boston Family Office
Massachusetts
$372K -$60.7K -451 -14%
NFG
741
Nations Financial Group
Iowa
$371K +$52.7K +392 +17%
EGA
742
Eagle Global Advisors
Texas
$371K – – –
KAS
743
KPP Advisory Services
Kentucky
$371K +$64K +476 +21%
IAA
744
Independent Advisor Alliance
North Carolina
$370K -$23.5M -174,677 -98%
RWP
745
Ridgecrest Wealth Partners
California
$370K – – –
MSFS
746
Main Street Financial Solutions
Pennsylvania
$369K -$137K -1,021 -27%
AFG
747
Albion Financial Group
Utah
$368K – – –
YP
748
YANKCOM Partnership
South Dakota
$368K – – –
SS
749
SBI Securities
Japan
$368K -$24.6K -183 -6%
HA
750
Harfst & Associates
Wyoming
$366K -$35K -260 -9%