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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
901
Pinnacle Wealth Management Group
Michigan
$287K – – –
PP
902
Patten & Patten
Tennessee
$286K -$59.9K -402 -18%
SPWM
903
Straight Path Wealth Management
Michigan
$286K -$8.19K -55 -3%
FA
904
Fagan Associates
New York
$286K -$29.4K -197 -9%
ACM
905
Advisors Capital Management
New Jersey
$285K +$15.5K +104 +6%
WRCM
906
Western Reserve Capital Management
Ohio
$284K – – –
EWM
907
Elmwood Wealth Management
California
$284K +$278K +1,864 New
SWGC
908
Summit Wealth Group (Colorado)
Colorado
$283K +$1.64K +11 +0.6%
I
909
INVST
Indiana
$282K – – –
WTA
910
Washington Trust Advisors
Massachusetts
$281K – – –
WFA
911
WestHill Financial Advisors
California
$277K – – –
WAM
912
Worth Asset Management
Texas
$277K – – –
VCP
913
Vista Capital Partners
Oregon
$277K – – –
FPGK
914
Financial Partners Group (Kansas)
Kansas
$277K -$139K -935 -34%
CCM
915
Condor Capital Management
New Jersey
$276K – – –
LWM
916
LongView Wealth Management
Georgia
$276K +$270K +1,815 New
FA
917
Fiduciary Alliance
South Carolina
$276K -$29.6K -199 -10%
QWM
918
Quaker Wealth Management
New Jersey
$276K – – –
CFAM
919
Center For Asset Management
Florida
$275K – – –
ANBT
920
American National Bank & Trust
Texas
$275K -$30.5K -205 -10%
CT
921
Caldwell Trust
Florida
$275K -$25.3K -170 -9%
FG
922
Foster Group
Iowa
$275K +$2.98K +20 +1%
RB
923
Rodgers Brothers
Pennsylvania
$274K – – –
CBA
924
Coastal Bridge Advisors
Connecticut
$273K – – –
PIM
925
Penobscot Investment Management
Massachusetts
$272K +$298 +2 +0.1%
35 36
37
38 39