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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
501
Stratos Wealth Advisors
Ohio
$736K -$81.7K -663 -9%
PPP
502
Private Portfolio Partners
New Jersey
$735K +$2.34K +19 +0.3%
CW
503
CreativeOne Wealth
Kansas
$734K +$92.4K +750 +13%
RCAG
504
Rehmann Capital Advisory Group
Michigan
$726K +$7.76K +63 +1%
NFG
505
Nadler Financial Group
Illinois
$717K +$50.9K +413 +7%
YIH
506
Y-Intercept (HK)
Hong Kong
$717K +$792K +6,427 New
MWM
507
Mission Wealth Management
California
$716K – – –
TNBTD
508
Trustmark National Bank Trust Department
Mississippi
$715K – – –
HT
509
HighTower Trust
Texas
$714K – – –
PCMC
510
Private Capital Management (Colorado)
Colorado
$713K -$148K -1,199 -16%
KL
511
KWMG LLC
Kansas
$713K -$25.3K -205 -3%
SA
512
Shilanski & Associates
Alaska
$713K +$788K +6,394 New
CA
513
Cambridge Advisors
Nebraska
$711K -$25.6K -208 -3%
HWA
514
HHM Wealth Advisors
Tennessee
$711K – – –
JCM
515
Janney Capital Management
Pennsylvania
$711K +$378K +3,071 +93%
RWA
516
Redmont Wealth Advisors
Illinois
$708K – – –
JWBC
517
J.W. Burns & Co
New York
$706K – – –
SFG
518
SevenBridge Financial Group
Pennsylvania
$704K -$25K -203 -3%
GWM
519
Greenhouse Wealth Management
Connecticut
$698K +$2.09K +17 +0.3%
ECM
520
Evergreen Capital Management
Washington
$696K -$13.1K -106 -2%
CCG
521
Cypress Capital Group
Florida
$692K +$56.7K +460 +8%
BDFN
522
Bond & Devick Financial Network
Minnesota
$691K – – –
CWM
523
Calamos Wealth Management
Illinois
$686K +$49.3K +400 +7%
MWM
524
Marion Wealth Management
Pennsylvania
$685K -$31.3K -254 -4%
RMCM
525
Reynders McVeigh Capital Management
Massachusetts
$674K – – –
19 20
21
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