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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$385K +$393K +2,640 New
BFG
777
Berger Financial Group
Minnesota
$383K -$298 -2 -0.1%
KAS
778
KPP Advisory Services
Kentucky
$382K -$10.3K -69 -3%
AA
779
Aire Advisors
California
$379K – – –
CIAS
780
CBIZ Investment Advisory Services
Ohio
$379K – – –
TVAMP
781
Tennessee Valley Asset Management Partners
Tennessee
$378K – – –
EIA
782
Eldridge Investment Advisors
New Hampshire
$378K -$7.45K -50 -2%
PTC
783
Philadelphia Trust Company
Pennsylvania
$377K – – –
BW
784
BXM Wealth
Colorado
$375K – – –
MWM
785
Modern Wealth Management
Kansas
$373K +$25.9K +174 +7%
RWS
786
Resolute Wealth Strategies
Mississippi
$371K +$1.04K +7 +0.3%
CWA
787
Crusonia Wealth Advisors
Colorado
$370K – – –
GA
788
Goldstein Advisors
Wisconsin
$370K +$100K +674 +36%
KPWG
789
KFA Private Wealth Group
Virginia
$369K +$77.5K +520 +26%
ADL
790
Asset Dedication LLC
California
$368K -$224K -1,505 -37%
KP
791
Keel Point
Alabama
$367K +$298 +2 +0.1%
CA
792
Clune & Associates
Illinois
$367K +$375K +2,514 New
TCWA
793
Turtle Creek Wealth Advisors
Texas
$366K -$493K -3,309 -57%
VPP
794
Vertex Planning Partners
Illinois
$366K – – –
KCM
795
Kanawha Capital Management
Virginia
$365K -$44.7K -300 -11%
CSI
796
Cross Staff Investments
New York
$364K – – –
AWM
797
Avior Wealth Management
Nebraska
$364K -$8.2K -55 -2%
BMO
798
Beck Mack & Oliver
New York
$362K – – –
HFS
799
Hoge Financial Services
Pennsylvania
$362K +$2.23K +15 +0.6%
RIG
800
RiverFront Investment Group
Virginia
$362K – – –
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