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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
201
Berkeley Inc
Idaho
$2.82M +$2.69M +26,623 New
MSAM
202
Moloney Securities Asset Management
Missouri
$2.79M -$531K -5,246 -17%
AMG
203
Asset Management Group
Connecticut
$2.7M -$127K -1,255 -5%
SW
204
SVB Wealth
Massachusetts
$2.66M -$23.3K -230 -0.9%
WF
205
Welch & Forbes
Massachusetts
$2.63M +$47.1K +465 +2%
NEGWA
206
New England Guild Wealth Advisors
Connecticut
$2.61M -$139K -1,376 -5%
IA
207
IFG Advisory
Georgia
$2.57M -$589K -5,825 -19%
SMFG
208
Sumitomo Mitsui Financial Group
Japan
$2.56M +$618K +6,106 +34%
LIA
209
LS Investment Advisors
Michigan
$2.54M +$146K +1,445 +6%
PP
210
PDS Planning
Ohio
$2.52M +$25.5K +252 +1%
CG
211
Colony Group
Massachusetts
$2.42M -$42.4K -419 -2%
PWW
212
Pettyjohn Wood & White
Virginia
$2.39M +$1.08M +10,645 +89%
GWM
213
Geneos Wealth Management
Colorado
$2.38M +$22.7M +224,738 +380%
BWM
214
Baystate Wealth Management
Massachusetts
$2.38M -$108K -1,065 -5%
LOIM
215
Liberty One Investment Management
Illinois
$2.37M -$95.1K -940 -4%
EWA
216
EP Wealth Advisors
California
$2.35M -$20.3K -201 -0.9%
AIC
217
Ameritas Investment Company
Nebraska
$2.34M -$172K -1,700 -7%
EFS
218
Essex Financial Services
Connecticut
$2.34M +$577K +5,701 +35%
PWP
219
Principle Wealth Partners
Connecticut
$2.33M +$1.97M +19,497 +782%
ATC
220
Argent Trust Co
Tennessee
$2.31M +$941K +9,301 +74%
CAGAS
221
Capital Advisory Group Advisory Services
Minnesota
$2.31M -$23.2K -229 -1%
Prudential Financial
222
Prudential Financial
New Jersey
$2.31M +$592K +5,852 +37%
KPWS
223
Kestra Private Wealth Services
Texas
$2.3M +$43.5K +430 +2%
SPC
224
Sigma Planning Corp
Michigan
$2.29M +$4.05K +40 +0.2%
DW
225
Domani Wealth
Pennsylvania
$2.26M -$55.3K -547 -2%