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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
401
Waldron Private Wealth
Pennsylvania
$1.06M -$12.7K -102 -1%
JWA
402
JFS Wealth Advisors
Pennsylvania
$1.06M -$95.8K -770 -9%
FPGK
403
Financial Partners Group (Kansas)
Kansas
$1.06M +$270K +2,172 +35%
MC
404
Mathes Company
New York
$1.06M -$12.4K -100 -1%
SSWG
405
Seven Springs Wealth Group
Tennessee
$1.06M – – –
VAG
406
VisionPoint Advisory Group
Texas
$1.06M +$219K +1,758 +26%
APIM
407
Agate Pass Investment Management
Washington
$1.05M +$1.02M +8,165 New
TSWM
408
Triangle Securities Wealth Management
North Carolina
$1.05M +$124 +1 +0%
PWG
409
Private Wealth Group
Florida
$1.03M -$1.74K -14 -0.2%
LSPW
410
Lake Street Private Wealth
Illinois
$1.03M +$260K +2,089 +35%
ASBI
411
American State Bank (Iowa)
Iowa
$1.03M – – –
ARC
412
Advisor Resource Council
Texas
$1.02M +$734K +5,901 +291%
WA
413
Wealth Advisors
California
$1.02M – – –
CG
414
Caprock Group
Idaho
$1.02M – – –
FPS
415
Fieldpoint Private Securities
Connecticut
$1.02M – – –
SPA
416
Sentinel Pension Advisors
Massachusetts
$1.01M +$355K +2,849 +57%
MWM
417
Marion Wealth Management
Pennsylvania
$1.01M +$975K +7,835 New
SWA
418
Stratos Wealth Advisors
Ohio
$992K +$44.7K +359 +5%
PCMC
419
Private Capital Management (Colorado)
Colorado
$986K +$52.8K +424 +6%
OR
420
Olympiad Research
Connecticut
$973K -$290K -2,331 -24%
WCG
421
Weaver Consulting Group
California
$973K – – –
TC
422
Telemus Capital
Michigan
$965K -$4.23K -34 -0.5%
CFMC
423
Curbstone Financial Management Corp
New Hampshire
$955K – – –
BHWM
424
Bar Harbor Wealth Management
New Hampshire
$950K – – –
PA
425
Pinnacle Associates
New York
$946K +$25.9K +208 +3%
15 16
17
18 19