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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
476
Exencial Wealth Advisors
Oklahoma
$408K +$2.02K +20 +0.5%
WS
477
Wela Strategies
Georgia
$406K -$2.68M -26,604 -87%
OAM
478
Oak Asset Management
California
$403K – – –
DIM
479
Delta Investment Management
California
$403K +$397K +3,937 New
LWA
480
Lenox Wealth Advisors
New York
$401K – – –
SFG
481
SNS Financial Group
Minnesota
$400K – – –
GIA
482
Gladstone Institutional Advisory
Florida
$396K +$5.95K +59 +2%
CIAS
483
Capital Investment Advisory Services
North Carolina
$395K +$20K +198 +5%
SFA
484
Sequoia Financial Advisors
Ohio
$394K +$202 +2 +0.1%
WF
485
WoodTrust Financial
Wisconsin
$393K – – –
BW
486
Bison Wealth
Georgia
$393K +$30.3K +301 +9%
SFS
487
Sowell Financial Services
Arkansas
$393K +$386K +3,830 New
BCA
488
Bray Capital Advisors
Florida
$391K – – –
KWMG
489
King Wealth Management Group
Florida
$390K – – –
SC
490
Sepio Capital
Utah
$390K – – –
EW
491
Evoke Wealth
California
$388K +$382K +3,785 New
WS
492
Wedbush Securities
California
$386K -$504 -5 -0.1%
HA
493
Harfst & Associates
Wyoming
$382K – – –
CL
494
CPWM LLC
Washington
$381K +$1.51K +15 +0.4%
CCP
495
Corient Capital Partners
California
$380K -$39.2K -389 -10%
RWA
496
River Wealth Advisors
Pennsylvania
$377K – – –
SG
497
StoneX Group
New York
$374K +$5.14K +51 +1%
CCM
498
Coldstream Capital Management
Washington
$371K – – –
ACG
499
Allen Capital Group
Nebraska
$364K – – –
PWLP
500
Prio Wealth Limited Partnership
Massachusetts
$364K +$24.2K +240 +7%
18 19
20
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