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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
476
Certified Advisory Corp
Florida
$914K +$2.65K +20 +0.3%
VFA
477
Valeo Financial Advisors
Indiana
$908K +$328K +2,474 +59%
TFS
478
Thoroughbred Financial Services
Tennessee
$904K -$220K -1,658 -20%
HWA
479
HHM Wealth Advisors
Tennessee
$892K – – –
IAIM
480
International Assets Investment Management
Florida
$888K -$442K -3,334 -34%
AWA
481
Arete Wealth Advisors
Illinois
$887K -$26.1K -197 -3%
BFS
482
Bradley Foster & Sargent
Connecticut
$885K +$118K +887 +16%
LSIA
483
LaSalle St. Investment Advisors
Illinois
$882K -$28.4K -214 -3%
FAIM
484
Financial Advocates Investment Management
Washington
$879K -$9.26M -69,846 -92%
GWM
485
Greenhouse Wealth Management
Connecticut
$874K +$487K +3,669 +132%
NW
486
NewEdge Wealth
Pennsylvania
$874K +$111K +837 +15%
PBO
487
Peoples Bank (Ohio)
Ohio
$869K +$12.7K +96 +2%
SHFA
488
SC&H Financial Advisors
Maryland
$868K -$92.8K -700 -10%
RA
489
RFG Advisory
Alabama
$860K -$88.2K -665 -9%
EWM
490
Empirical Wealth Management
Washington
$858K – – –
SWA
491
Stratos Wealth Advisors
Ohio
$857K +$3.31K +25 +0.4%
MA
492
MKT Advisors
California
$856K +$2.39K +18 +0.3%
FFA
493
Farther Finance Advisors
California
$843K -$33.7K -254 -4%
FT
494
Fiduciary Trust
Massachusetts
$835K +$94.2K +710 +13%
LSPW
495
Lake Street Private Wealth
Illinois
$835K +$133 +1 +0%
EW
496
Evoke Wealth
California
$835K +$527K +3,973 +182%
JWA
497
JFS Wealth Advisors
Pennsylvania
$831K -$2.39K -18 -0.3%
SB
498
Semitam Bonam
New York
$827K +$808K +6,090 New
HFS
499
Heritage Financial Services
Massachusetts
$826K +$9.28K +70 +1%
AM
500
AGF Management
Ontario, Canada
$825K -$13.3K -100 -2%
18 19
20
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