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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PB
776
Pinnacle Bancorp
Nebraska
$55K – – –
OIM
777
Oder Investment Management
California
$54K +$51.4K +508 New
AW
778
Avion Wealth
Texas
$53K – – –
WB
779
Webster Bank
Connecticut
$53K – – –
RWA
780
Ropes Wealth Advisors
Massachusetts
$53K +$50.6K +500 New
SMA
781
Sage Mountain Advisors
Georgia
$53K +$50.6K +500 New
Vontobel Holding
782
Vontobel Holding
Switzerland
$53K +$50.6K +500 New
LFG
783
Larson Financial Group
Missouri
$51K – – –
FCMT
784
Founders Capital Management (Texas)
Texas
$51K +$49.1K +485 New
MSFP
785
Mark Sheptoff Financial Planning
Connecticut
$50K – – –
BW
786
Bison Wealth
Georgia
$50K +$101 +1 +0.2%
AIM
787
Arcadia Investment Management
Michigan
$48K – – –
PG
788
Proffitt & Goodson
Tennessee
$45K – – –
KPCM
789
Kings Point Capital Management
New York
$43K – – –
BBHBI
790
B, B, H, & B Inc
Alabama
$42K +$40.5K +400 New
BFO
791
Biltmore Family Office
North Carolina
$41K -$10.1K -100 -21%
PCA
792
Peddock Capital Advisors
Massachusetts
$41K +$39.1K +386 New
GAM
793
Gemmer Asset Management
California
$39K – – –
SIAG
794
Signet Investment Advisory Group
Rhode Island
$39K +$37.1K +367 New
PCG
795
Private Capital Group
Connecticut
$38K -$108K -1,066 -75%
JPLA
796
Joseph P. Lucia & Associates
New York
$38K +$36.4K +360 New
RWB
797
RMR Wealth Builders
New Jersey
$37K -$823K -8,133 -96%
BCM
798
Bourgeon Capital Management
Connecticut
$37K – – –
HI
799
Hudock Inc
Pennsylvania
$35K +$304 +3 +0.9%
HFA
800
HC Financial Advisors
California
$33K – – –