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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
451
Ullmann Wealth Partners Group
Florida
$479K – – –
FAG
452
Financial Advisory Group
Texas
$478K -$14.1K -140 -3%
SAM
453
Sequent Asset Management
Texas
$475K – – –
CCM
454
Canal Capital Management
Virginia
$470K +$4.13K +41 +0.9%
WCM
455
WealthBridge Capital Management
Ohio
$468K +$47.4K +470 +11%
SHWM
456
Smith & Howard Wealth Management
Georgia
$468K +$138K +1,366 +43%
HCM
457
Hengehold Capital Management
Ohio
$467K -$3.63K -36 -0.8%
TFS
458
Thoroughbred Financial Services
Tennessee
$467K +$459K +4,549 New
FIM
459
Freedom Investment Management
Connecticut
$463K -$92.3K -915 -17%
CAM
460
Crestone Asset Management
Colorado
$462K -$48.9K -485 -10%
PAS
461
Park Avenue Securities
New York
$461K +$22.4K +222 +5%
CSIC
462
Clifford Swan Investment Counsel
California
$456K – – –
EVM
463
Eaton Vance Management
Massachusetts
$454K – – –
FCA
464
FLC Capital Advisors
California
$447K – – –
RWM
465
Raffa Wealth Management
District of Columbia
$447K +$439K +4,356 New
MWM
466
Mission Wealth Management
California
$435K -$5.65K -56 -1%
SBSB
467
Sullivan, Bruyette, Speros & Blaney
Virginia
$433K -$72.3K -717 -15%
FC
468
Fulcrum Capital
Washington
$430K +$41K +407 +11%
TA
469
TCG Advisors
Texas
$427K +$222K +2,204 +112%
B
470
Bailard
California
$422K -$14.8K -147 -3%
CFA
471
Carroll Financial Associates
North Carolina
$421K -$10.1K -100 -2%
CAM
472
Covenant Asset Management
New Jersey
$418K – – –
GI
473
GAMCO Investors
Connecticut
$414K – – –
OWD
474
Osborn Williams & Donohoe
Ohio
$413K – – –
AWE
475
Avidian Wealth Enterprises
Texas
$412K -$112K -1,106 -22%
17 18
19
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