Snapshot holdings
#
1Trust Co$57.4M
2Keudell/Morrison Wealth Management$12.4M
3Bond & Devick Financial Network, Inc.$10.9M
4Three Cord True Wealth Management, LLC$8.6M
5TITLEIST ASSET MANAGEMENT, LLC$7.4M
6FIFTH THIRD SECURITIES, INC.$5.5M
7Cyr Financial Inc.$5.1M
8Redhawk Wealth Advisors, Inc.$5.0M
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.9M
10IFP Advisors, Inc$3.7M
11Premier Path Wealth Partners, LLC$3.6M
12Cornerstone National Bank & Trust Co$3.4M
13First Heartland Consultants, Inc.$3.2M
14Old Port Advisors$2.2M
15Farther Finance Advisors, LLC$2.2M
16MANCHESTER FINANCIAL INC$2.0M
17RDA Financial Network$1.7M
18Cordoba Advisory Partners LLC$1.5M
19Altura Wealth Advisors Inc.$1.4M
20Powerhouse Assets LLC$1.0M
21IRON Financial LLC$846.6K
22Capital Investment Advisory Services, LLC$684.5K
23Rodgers & Associates, LTD$585.7K
24Avior Wealth Management, LLC$562.4K
25Cambridge Financial Group, LLC$513.9K
26MARYLAND CAPITAL ADVISORS INC.$501.0K
27INDEPENDENT FINANCIAL GROUP, LLC$464.0K
28FINANCIAL ADVISORY PARTNERS, LLC$461.0K
29Opus Financial Solutions LLC$454.8K
30RiverTree Advisors, LLC$425.8K
31Scarborough Advisors, LLC$422.8K
32HARMONY ASSET MANAGEMENT LLC$410.5K
33Heartwood Wealth Advisors LLC$336.9K
34Composition Wealth, LLC$313.0K
35Dynamic Advisor Solutions LLC$282.6K
36Total Clarity Wealth Management, Inc.$275.6K
37Bellecapital International Ltd.$253.9K
38LifeWealth Investments, LLC$226.3K
39Gradient Investments LLC$205.1K
40PARTNERS WEALTH MANAGEMENT, LLC$204.4K
41Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$202.6K
42City State Bank$169.7K
43Quest 10 Wealth Builders, Inc.$166.3K
44Noble Wealth Management PBC$110.6K
45Golden State Wealth Management, LLC$54.1K
46Rosenberg Matthew Hamilton$52.0K
47Raleigh Capital Management Inc.$50.8K
48Horrell Capital Management, Inc.$50.0K
49Bogart Wealth, LLC$45.9K
50Cape Investment Advisory, Inc.$36.8K
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Manager changes
#
1+$4.1M
2+$1.7M
3
Trust Co
+$1.7M
4+$972.3K
5+$876.5K
6+$868.9K
7+$748.8K
8+$647.8K
9+$593.6K
10+$542.8K
11+$517.8K
12+$401.4K
13+$369.1K
14+$253.9K
15+$205.1K
16+$202.6K
17+$148.3K
18+$145.3K
19+$137.0K
20+$108.2K
21+$89.1K
22+$57.9K
23+$40.7K
24+$36.8K
25+$36.2K
26+$32.4K
27+$31.1K
28+$30.5K
29+$25.7K
30+$24.1K
31+$20.5K
32+$20.3K
33+$18.5K
34+$12.4K
35+$12.2K
36+$7.4K
37+$6.4K
38+$6.1K
39+$4.0K
40+$4.0K
41+$3.7K
42+$2.3K
43+$2.0K
44+$1.9K
45+$1.9K
46+$1.8K
47+$655
48+$478
49+$462
50+$350
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Filing Research | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF Institutional Holdings