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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
476
Global Retirement Partners
California
$412K +$18.6K +184 +5%
TCPWM
477
Traverso Chambers Private Wealth Management
California
$411K – – –
BWM
478
Brickley Wealth Management
California
$410K – – –
TH
479
TCTC Holdings
Texas
$410K – – –
EWA
480
Exencial Wealth Advisors
Oklahoma
$408K +$2.02K +20 +0.5%
WS
481
Wela Strategies
Georgia
$406K -$2.68M -26,604 -87%
OAM
482
Oak Asset Management
California
$403K – – –
DIM
483
Delta Investment Management
California
$403K +$397K +3,937 New
LWA
484
Lenox Wealth Advisors
New York
$401K – – –
SFG
485
SNS Financial Group
Minnesota
$400K – – –
GIA
486
Gladstone Institutional Advisory
Florida
$396K +$5.95K +59 +2%
CIAS
487
Capital Investment Advisory Services
North Carolina
$395K +$20K +198 +5%
SFA
488
Sequoia Financial Advisors
Ohio
$394K +$202 +2 +0.1%
WF
489
WoodTrust Financial
Wisconsin
$393K – – –
BW
490
Bison Wealth
Georgia
$393K +$30.3K +301 +9%
SFS
491
Sowell Financial Services
Arkansas
$393K +$386K +3,830 New
BCA
492
Bray Capital Advisors
Florida
$391K – – –
KWMG
493
King Wealth Management Group
Florida
$390K – – –
SC
494
Sepio Capital
Utah
$390K – – –
EW
495
Evoke Wealth
California
$388K +$382K +3,785 New
WS
496
Wedbush Securities
California
$386K -$504 -5 -0.1%
HA
497
Harfst & Associates
Wyoming
$382K – – –
CL
498
CPWM LLC
Washington
$381K +$1.51K +15 +0.4%
CCP
499
Corient Capital Partners
California
$380K -$39.2K -389 -10%
RWA
500
River Wealth Advisors
Pennsylvania
$377K – – –
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20
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