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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Congress Wealth Management
Massachusetts
$836K -$42.8K -350 -5%
AC
502
ASB Consultores
Florida
$836K +$588K +4,817 +241%
CAC
503
Certified Advisory Corp
Florida
$835K +$102K +838 +14%
MAG
504
Mayfair Advisory Group
Alabama
$832K -$98.1K -803 -10%
TSWM
505
Triangle Securities Wealth Management
North Carolina
$827K -$101K -829 -11%
RW
506
REDW Wealth
New Mexico
$817K -$39.7K -325 -5%
HI
507
Harbour Investments
Wisconsin
$815K +$82.4K +675 +11%
JWBC
508
J.W. Burns & Co
New York
$811K +$40.9K +335 +5%
IWA
509
Intercontinental Wealth Advisors
Texas
$810K -$36K -295 -4%
MLA
510
My Legacy Advisors
Oregon
$808K -$1.34K -11 -0.2%
HWA
511
HHM Wealth Advisors
Tennessee
$797K – – –
ASFA
512
All Season Financial Advisors
Colorado
$794K -$41.8K -342 -5%
PPP
513
Private Portfolio Partners
New Jersey
$794K -$3.05K -25 -0.4%
WCG
514
Weaver Consulting Group
California
$793K +$19.5K +160 +3%
NFG
515
Nadler Financial Group
Illinois
$788K +$1.71K +14 +0.2%
OP
516
ORG Partners
Indiana
$787K +$781K +6,391 New
CA
517
Cambridge Advisors
Nebraska
$782K – – –
PCA
518
Pallas Capital Advisors
Massachusetts
$781K +$428K +3,508 +124%
BAM
519
Bosun Asset Management
Illinois
$779K – – –
GWM
520
Greenhouse Wealth Management
Connecticut
$774K +$2.2K +18 +0.3%
RMCM
521
Reynders McVeigh Capital Management
Massachusetts
$771K -$6.11K -50 -0.8%
EGA
522
Eagle Global Advisors
Texas
$761K – – –
SFG
523
SevenBridge Financial Group
Pennsylvania
$760K +$855 +7 +0.1%
BDFN
524
Bond & Devick Financial Network
Minnesota
$760K – – –
FHC
525
First Heartland Consultants
Missouri
$755K -$63K -516 -8%
19 20
21
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