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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
826
WestHill Financial Advisors
California
$233K
JFG
827
JMG Financial Group
Illinois
$233K +$230K +1,820 New
QWM
828
Quaker Wealth Management
New Jersey
$232K
CCM
829
Condor Capital Management
New Jersey
$232K +$8.34K +66 +4%
TI
830
Truepoint Inc
Ohio
$231K -$4.04K -32 -2%
SLWA
831
San Luis Wealth Advisors
California
$231K
NL
832
NVWM LLC
Pennsylvania
$230K
RCA
833
Resonant Capital Advisors
Wisconsin
$227K
AAS
834
Annex Advisory Services
Wisconsin
$227K +$224K +1,774 New
RW
835
RVW Wealth
California
$226K +$21.7K +172 +11%
AWM
836
Avior Wealth Management
Nebraska
$225K -$86.8K -687 -28%
SFP
837
Sterling Financial Planning
New Jersey
$225K +$253 +2 +0.1%
EI
838
Ethic Inc
New York
$224K
CBFP
839
Cedar Brook Financial Partners
Ohio
$223K -$33K -261 -13%
KAH
840
Kathryn A. Hall
$223K
TCBWMS
841
Texas Capital Bank Wealth Management Services
Texas
$223K
EP
842
EPIQ Partners
Minnesota
$222K -$1.9K -15 -0.9%
RC
843
Roundview Capital
New Jersey
$222K
SB
844
Strategic Blueprint
Georgia
$222K +$219K +1,736 New
BB
845
Busey Bank
Illinois
$221K -$95.4K -755 -30%
AWE
846
Avidian Wealth Enterprises
Texas
$220K +$253 +2 +0.1%
CAM
847
Crestone Asset Management
Colorado
$219K
SWM
848
Selective Wealth Management
Virginia
$219K +$178K +1,412 +471%
APWM
849
Atlas Private Wealth Management
New York
$218K
ORC
850
O'Rourke & Company
Massachusetts
$218K