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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
301
Global Retirement Partners
California
$2.01M +$27.9K +224 +1%
FFN
302
Focus Financial Network
Minnesota
$2.01M -$65.5K -525 -3%
BSW
303
Buckingham Strategic Wealth
Missouri
$2M +$15.3K +123 +0.7%
JWM
304
Jeppson Wealth Management
California
$1.99M +$2.09M +16,798 New
GWM
305
Geneos Wealth Management
Colorado
$1.98M -$111K -893 -5%
PSP
306
Principal Street Partners
Tennessee
$1.96M +$13.3K +107 +0.7%
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$1.94M -$366K -2,935 -15%
BTWM
308
Baker Tilly Wealth Management
Wisconsin
$1.93M -$500K -4,010 -20%
CAM
309
Cozad Asset Management
Illinois
$1.93M – – –
AWM
310
Aberdeen Wealth Management
Illinois
$1.89M -$19.1K -153 -1%
SIG
311
Stonegate Investment Group
Alabama
$1.88M +$896K +7,187 +83%
TW
312
Transform Wealth
Colorado
$1.85M -$187K -1,500 -9%
CS
313
Comerica Securities
Michigan
$1.84M +$1.03M +8,263 +114%
AF
314
Advisornet Financial
Minnesota
$1.83M +$294K +2,361 +18%
CIC
315
Carnegie Investment Counsel
Ohio
$1.83M – – –
AIA
316
Alera Investment Advisors
Illinois
$1.82M – – –
WPC
317
White Pine Capital
Minnesota
$1.81M – – –
BO
318
Bank OZK
Arkansas
$1.79M -$46K -369 -2%
LIA
319
LS Investment Advisors
Michigan
$1.77M +$249 +2 +0%
AC
320
Abbrea Capital
California
$1.75M +$49.9K +400 +3%
LWAC
321
Laurel Wealth Advisors (California)
California
$1.74M -$10.8K -87 -0.6%
FT
322
Fiduciary Trust
Massachusetts
$1.74M – – –
PA
323
PSI Advisors
Florida
$1.74M -$1.75K -14 -0.1%
APP
324
Avantax Planning Partners
Iowa
$1.72M – – –
ASN
325
Advisory Services Network
Georgia
$1.72M +$286K +2,294 +19%
11 12
13
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