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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Meridian Wealth Management
Kentucky
$613K +$14.8K +120 +2%
AA
552
Ashford Advisors
New York
$609K – – –
KA
553
Kovack Advisors
Florida
$607K -$71.2K -578 -10%
WP
554
WealthSource Partners
California
$607K -$29.9K -243 -4%
TFS
555
Thoroughbred Financial Services
Tennessee
$607K +$246 +2 +0%
DFA
556
DHJJ Financial Advisors
Illinois
$604K +$616 +5 +0.1%
CAC
557
Certified Advisory Corp
Florida
$604K +$50.1K +407 +8%
TCWM
558
Total Clarity Wealth Management
Illinois
$603K -$27.5K -223 -4%
CDIA
559
Capital Directions Investment Advisors
Georgia
$599K -$661K -5,370 Closed
HI
560
Harbour Investments
Wisconsin
$599K – – –
BWM
561
Benchmark Wealth Management
Connecticut
$595K – – –
RA
562
RFG Advisory
Alabama
$592K -$38.3K -311 -6%
EWA
563
Exencial Wealth Advisors
Oklahoma
$592K +$197K +1,603 +43%
MC
564
Moors & Cabot
Massachusetts
$584K -$18.4K -149 -3%
GC
565
Grimes & Company
Massachusetts
$582K +$108K +880 +20%
PWAC
566
Private Wealth Advisors (California)
California
$577K +$1.97K +16 +0.3%
JCM
567
Jacobi Capital Management
Pennsylvania
$576K +$370 +3 +0.1%
CCM
568
Canal Capital Management
Virginia
$573K +$174K +1,410 +38%
DI
569
Disciplined Investments
Oklahoma
$568K -$47.3K -384 -7%
JWCA
570
J.W. Coons Advisors
Ohio
$567K – – –
EWM
571
Empirical Wealth Management
Washington
$566K -$113K -914 -15%
BCM
572
Beaumont Capital Management
Massachusetts
$565K +$625K +5,071 New
RRA
573
Round Rock Advisors
Connecticut
$564K +$21.2K +172 +4%
TCFP
574
Treasure Coast Financial Planning
Florida
$564K +$623K +5,056 New
RA
575
Rodgers & Associates
Pennsylvania
$562K +$20.3K +165 +3%
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23
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