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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
476
Stratos Wealth Advisors
Ohio
$914K -$4.77K -38 -0.5%
OBWP
477
O'Brien Wealth Partners
Massachusetts
$910K +$3.64K +29 +0.4%
BWG
478
Berry Wealth Group
Texas
$906K -$7.78K -62 -0.9%
AP
479
Adero Partners
California
$902K – – –
SFG
480
Seamount Financial Group
Colorado
$902K +$25.1K +200 +3%
BDF
481
Black Diamond Financial
Maryland
$898K – – –
SCA
482
Sandy Cove Advisors
Massachusetts
$896K -$21.6K -172 -2%
YIH
483
Y-Intercept (HK)
Hong Kong
$896K +$856K +6,825 New
NEWAS
484
N.E.W. Advisory Services
Wisconsin
$895K -$4.77K -38 -0.6%
WIA
485
Wetzel Investment Advisors
Indiana
$893K -$5.64K -45 -0.6%
WWP
486
Walden Wealth Partners
Ohio
$892K – – –
LSA
487
Lion Street Advisors
Texas
$890K – – –
GT
488
Glenmede Trust
Pennsylvania
$890K -$180K -1,432 -17%
FPAS
489
Focus Partners Advisor Solutions
Missouri
$880K +$841K +6,705 New
RW
490
REDW Wealth
New Mexico
$874K – – –
MSWMA
491
Market Street Wealth Management Advisors
Indiana
$872K -$12.9K -103 -2%
LSIA
492
LaSalle St. Investment Advisors
Illinois
$869K +$234K +1,864 +37%
NCFG
493
New Century Financial Group
New Jersey
$858K – – –
BFS
494
Bradley Foster & Sargent
Connecticut
$848K -$85.1K -678 -9%
TSWM
495
Triangle Securities Wealth Management
North Carolina
$848K -$20.4K -163 -2%
HWA
496
HHM Wealth Advisors
Tennessee
$844K – – –
CGPCS
497
Capital Group Private Client Services
California
$839K +$189K +1,504 +31%
GWM
498
Greenhouse Wealth Management
Connecticut
$835K +$1.88K +15 +0.2%
BAM
499
Bosun Asset Management
Illinois
$834K – – –
IC
500
Inscription Capital
Texas
$829K +$792K +6,317 New
18 19
20
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