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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
201
Welch & Forbes
Massachusetts
$2.25M – – –
PP
202
PDS Planning
Ohio
$2.18M -$9.05K -96 -0.4%
AIC
203
Ameritas Investment Company
Nebraska
$2.17M – – –
BWM
204
Baystate Wealth Management
Massachusetts
$2.17M -$88.9K -943 -4%
LOIM
205
Liberty One Investment Management
Illinois
$2.15M +$24.8K +263 +1%
CG
206
Colony Group
Massachusetts
$2.15M -$496K -5,258 -18%
VWA
207
Visionary Wealth Advisors
Illinois
$2.11M -$68K -721 -3%
LIA
208
LS Investment Advisors
Michigan
$2.08M -$43.8K -464 -2%
EWA
209
EP Wealth Advisors
California
$2.06M -$117K -1,236 -5%
PBT
210
Pictet Bank & Trust
Bahamas
$2.06M -$120K -1,270 -5%
CAGAS
211
Capital Advisory Group Advisory Services
Minnesota
$2.03M -$64.1K -680 -3%
DW
212
Domani Wealth
Pennsylvania
$2.02M -$192K -2,034 -8%
NP
213
NorthRock Partners
Minnesota
$2.02M -$166K -1,761 -7%
TW
214
Transform Wealth
Colorado
$2.02M -$1.19M -12,638 -37%
FFN
215
Focus Financial Network
Minnesota
$2M -$475K -5,041 -19%
SPC
216
Sigma Planning Corp
Michigan
$2M -$364K -3,858 -15%
AWM
217
Aberdeen Wealth Management
Illinois
$1.99M +$2.03M +21,517 New
KPWS
218
Kestra Private Wealth Services
Texas
$1.97M +$2.01M +21,359 New
DC
219
Davenport & Co
Virginia
$1.95M -$238K -2,522 -11%
MA
220
Montag & Associates
Georgia
$1.94M +$13.9K +147 +0.7%
HCA
221
Harbour Capital Advisors
Virginia
$1.93M – – –
NRI
222
NFP Retirement Inc
California
$1.9M +$15.2K +161 +0.8%
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$1.9M -$299K -3,169 -13%
NCM
224
Narwhal Capital Management
Georgia
$1.89M – – –
SMG
225
Smart Money Group
Texas
$1.88M -$2.6M -27,558 -57%
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