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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
501
Merit Financial Group
Georgia
$524K +$511K +4,870 New
SI
502
Stephens Inc
Arkansas
$520K +$259K +2,469 +104%
SIC
503
Shoker Investment Counsel
Ohio
$513K -$32.5K -310 -6%
GM
504
GeoWealth Management
Illinois
$503K -$28.2K -269 -5%
TFS
505
Thoroughbred Financial Services
Tennessee
$503K +$13.1K +125 +3%
UWPG
506
Ullmann Wealth Partners Group
Florida
$502K – – –
SAM
507
Sequent Asset Management
Texas
$498K – – –
SHWM
508
Smith & Howard Wealth Management
Georgia
$497K +$6.09K +58 +1%
CL
509
CPWM LLC
Washington
$492K +$90.4K +861 +23%
WCM
510
WealthBridge Capital Management
Ohio
$491K – – –
CAM
511
Crestone Asset Management
Colorado
$484K – – –
HCM
512
Hengehold Capital Management
Ohio
$477K -$12.4K -118 -3%
WP
513
WMS Partners
Maryland
$476K -$164K -1,560 -26%
CSIC
514
Clifford Swan Investment Counsel
California
$474K -$4.2K -40 -0.9%
FCA
515
FLC Capital Advisors
California
$469K – – –
RWM
516
Raffa Wealth Management
District of Columbia
$469K – – –
CFA
517
Carroll Financial Associates
North Carolina
$467K +$25K +238 +6%
EWA
518
Exencial Wealth Advisors
Oklahoma
$465K +$36.2K +345 +9%
GRP
519
Global Retirement Partners
California
$464K +$31.5K +300 +7%
GDP
520
Great Diamond Partners
Maine
$464K +$453K +4,317 New
WS
521
Wedbush Securities
California
$462K +$56.5K +538 +14%
S
522
SignatureFD
Georgia
$457K +$94K +895 +27%
AWE
523
Avidian Wealth Enterprises
Texas
$455K +$23.1K +220 +5%
PAS
524
Park Avenue Securities
New York
$451K -$31.4K -299 -7%
FC
525
Fulcrum Capital
Washington
$451K – – –
19 20
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