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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
301
Jeppson Wealth Management
California
$1.99M +$2.09M +16,798 New
GWM
302
Geneos Wealth Management
Colorado
$1.98M -$111K -893 -5%
PSP
303
Principal Street Partners
Tennessee
$1.96M +$13.3K +107 +0.7%
LNWWM
304
Laird Norton Wetherby Wealth Management
California
$1.94M -$366K -2,935 -15%
BTWM
305
Baker Tilly Wealth Management
Wisconsin
$1.93M -$500K -4,010 -20%
CAM
306
Cozad Asset Management
Illinois
$1.93M – – –
AWM
307
Aberdeen Wealth Management
Illinois
$1.89M -$19.1K -153 -1%
SIG
308
Stonegate Investment Group
Alabama
$1.88M +$896K +7,187 +83%
TW
309
Transform Wealth
Colorado
$1.85M -$187K -1,500 -9%
CS
310
Comerica Securities
Michigan
$1.84M +$1.03M +8,263 +114%
AF
311
Advisornet Financial
Minnesota
$1.83M +$294K +2,361 +18%
CIC
312
Carnegie Investment Counsel
Ohio
$1.83M – – –
AIA
313
Alera Investment Advisors
Illinois
$1.82M – – –
WPC
314
White Pine Capital
Minnesota
$1.81M – – –
BO
315
Bank OZK
Arkansas
$1.79M -$46K -369 -2%
LIA
316
LS Investment Advisors
Michigan
$1.77M +$249 +2 +0%
AC
317
Abbrea Capital
California
$1.75M +$49.9K +400 +3%
LWAC
318
Laurel Wealth Advisors (California)
California
$1.74M -$10.8K -87 -0.6%
FT
319
Fiduciary Trust
Massachusetts
$1.74M – – –
PA
320
PSI Advisors
Florida
$1.74M -$1.75K -14 -0.1%
APP
321
Avantax Planning Partners
Iowa
$1.72M – – –
ASN
322
Advisory Services Network
Georgia
$1.72M +$286K +2,294 +19%
MSWMA
323
Market Street Wealth Management Advisors
Indiana
$1.69M +$170K +1,361 +11%
CMP
324
Coston McIsaac & Partners
Maine
$1.68M +$1.77M +14,160 New
TFCP
325
Twin Focus Capital Partners
Massachusetts
$1.67M +$4.24K +34 +0.2%
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13
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