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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
901
Oldfather Financial Services
Nebraska
$249K – – –
KCM
902
Kathmere Capital Management
Pennsylvania
$248K +$19.1K +142 +8%
WFA
903
WestHill Financial Advisors
California
$247K – – –
APW
904
Aventura Private Wealth
Florida
$247K -$49.8K -370 -17%
CCM
905
Condor Capital Management
New Jersey
$246K – – –
GA
906
Goldstein Advisors
Wisconsin
$246K +$6.72K +50 +3%
EWA
907
Exencial Wealth Advisors
Oklahoma
$245K -$104K -774 -30%
PA
908
Procyon Advisors
Connecticut
$245K +$243K +1,805 New
RB
909
Rodgers Brothers
Pennsylvania
$244K -$6.72K -50 -3%
BFIM
910
Beese Fulmer Investment Management
Ohio
$244K – – –
CFGSD
911
Compass Financial Group (South Dakota)
South Dakota
$243K -$7.53K -56 -3%
GFP
912
Gryphon Financial Partners
Ohio
$243K +$34.7K +258 +17%
PPWP
913
Premier Path Wealth Partners
New Jersey
$243K -$97.8K -727 -29%
BHPW
914
Beverly Hills Private Wealth
California
$242K – – –
BFA
915
Beacon Financial Advisory
Ohio
$238K -$11.2K -83 -5%
Russell Investments Group
916
Russell Investments Group
United Kingdom
$236K +$9.68K +72 +4%
GGI
917
Godsey & Gibb Inc
Virginia
$236K -$15.2K -113 -6%
FG
918
Fiduciary Group
Georgia
$236K – – –
BP
919
Ballentine Partners
Massachusetts
$234K – – –
SSWM
920
Smith Salley Wealth Management
North Carolina
$233K -$12.2K -91 -5%
FI
921
Financial Insights
Washington
$233K +$231K +1,714 New
TDC
922
Thompson Davis & Co
Virginia
$232K – – –
RCA
923
Resonant Capital Advisors
Wisconsin
$232K – – –
EP
924
EPIQ Partners
Minnesota
$232K – – –
Chevy Chase Trust
925
Chevy Chase Trust
Maryland
$230K +$228K +1,695 New