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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
326
Lucia Wealth Services
California
$1.06M -$39.5K -395 -4%
FTS
327
Fifth Third Securities
Ohio
$1.06M +$51.4K +514 +5%
GFPC
328
Global Financial Private Capital
Florida
$1.05M -$2.04M -20,355 -66%
GEA
329
Glen Eagle Advisors
New Jersey
$1.04M -$19.7K -197 -2%
WWM
330
Western Wealth Management
Colorado
$1.04M -$149K -1,490 -13%
ASN
331
Advisory Services Network
Georgia
$1.04M +$49.2K +492 +5%
WAM
332
Wealthspire Advisors (Maryland)
Maryland
$1.03M – – –
DCM
333
Donaldson Capital Management
Indiana
$1.02M -$29.5K -295 -3%
RWP
334
RWA Wealth Partners
Massachusetts
$1.02M -$25.9K -259 -3%
NFG
335
Next Financial Group
Texas
$1.01M +$851K +8,516 +556%
SFSIG
336
San Francisco Sentry Investment Group
California
$1.01M +$10K +100 +1%
CAM
337
Concorde Asset Management
Michigan
$985K +$397K +3,970 +71%
NWP
338
Northstar Wealth Partners
Connecticut
$968K +$130K +1,300 +16%
AWA
339
Acorn Wealth Advisors
Michigan
$965K -$29.8K -298 -3%
AIM
340
Aspen Investment Management
Michigan
$965K +$552K +5,524 +137%
BHTS
341
Bar Harbor Trust Services
Maine
$963K -$37.5K -375 -4%
BFA
342
Beaumont Financial Advisors
Massachusetts
$963K -$400 -4 -0%
PIM
343
Penobscot Investment Management
Massachusetts
$960K -$50.5K -505 -5%
OAM
344
Oppenheimer Asset Management
New York
$949K -$592K -5,923 -39%
SBH
345
Segall Bryant & Hamill
Illinois
$949K -$65.4K -654 -7%
AC
346
Addison Capital
Pennsylvania
$948K +$11.4K +114 +1%
SA
347
SRH Advisors
Kansas
$935K – – –
AWM
348
AE Wealth Management
Kansas
$931K +$418K +4,179 +83%
JIR
349
James Investment Research
Ohio
$930K +$921K +9,215 New
SS
350
Sunbelt Securities
Texas
$903K +$19.5K +195 +2%
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