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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
501
Fort Point Capital Partners
California
$747K +$59.2K +481 +8%
AW
502
ACG Wealth
Georgia
$746K +$22.5K +183 +3%
MRWM
503
ML&R Wealth Management
Texas
$744K -$3.45K -28 -0.4%
PFM
504
Phillips Financial Management
Indiana
$741K +$819K +6,649 New
FHC
505
First Heartland Consultants
Missouri
$737K -$12.3K -100 -1%
SWA
506
Stratos Wealth Advisors
Ohio
$736K -$81.7K -663 -9%
PPP
507
Private Portfolio Partners
New Jersey
$735K +$2.34K +19 +0.3%
CW
508
CreativeOne Wealth
Kansas
$734K +$92.4K +750 +13%
RCAG
509
Rehmann Capital Advisory Group
Michigan
$726K +$7.76K +63 +1%
NFG
510
Nadler Financial Group
Illinois
$717K +$50.9K +413 +7%
YIH
511
Y-Intercept (HK)
Hong Kong
$717K +$792K +6,427 New
MWM
512
Mission Wealth Management
California
$716K – – –
TNBTD
513
Trustmark National Bank Trust Department
Mississippi
$715K – – –
HT
514
HighTower Trust
Texas
$714K – – –
PCMC
515
Private Capital Management (Colorado)
Colorado
$713K -$148K -1,199 -16%
KL
516
KWMG LLC
Kansas
$713K -$25.3K -205 -3%
SA
517
Shilanski & Associates
Alaska
$713K +$788K +6,394 New
CA
518
Cambridge Advisors
Nebraska
$711K -$25.6K -208 -3%
HWA
519
HHM Wealth Advisors
Tennessee
$711K – – –
JCM
520
Janney Capital Management
Pennsylvania
$711K +$378K +3,071 +93%
RWA
521
Redmont Wealth Advisors
Illinois
$708K – – –
JWBC
522
J.W. Burns & Co
New York
$706K – – –
SFG
523
SevenBridge Financial Group
Pennsylvania
$704K -$25K -203 -3%
GWM
524
Greenhouse Wealth Management
Connecticut
$698K +$2.09K +17 +0.3%
ECM
525
Evergreen Capital Management
Washington
$696K -$13.1K -106 -2%
19 20
21
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