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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
551
Ferguson Wellman Capital Management
Oregon
$618K -$60.4K -490 -8%
AWA
552
Arete Wealth Advisors
Illinois
$618K +$305K +2,476 +81%
OHWP
553
Oak Harbor Wealth Partners
North Carolina
$616K -$72.7K -590 -10%
DT
554
Diversified Trust
Tennessee
$616K -$18.5K -150 -3%
BC
555
Burleson & Co
California
$613K – – –
MWM
556
Meridian Wealth Management
Kentucky
$613K +$14.8K +120 +2%
AA
557
Ashford Advisors
New York
$609K – – –
KA
558
Kovack Advisors
Florida
$607K -$71.2K -578 -10%
WP
559
WealthSource Partners
California
$607K -$29.9K -243 -4%
TFS
560
Thoroughbred Financial Services
Tennessee
$607K +$246 +2 +0%
DFA
561
DHJJ Financial Advisors
Illinois
$604K +$616 +5 +0.1%
CAC
562
Certified Advisory Corp
Florida
$604K +$50.1K +407 +8%
TCWM
563
Total Clarity Wealth Management
Illinois
$603K -$27.5K -223 -4%
CDIA
564
Capital Directions Investment Advisors
Georgia
$599K -$661K -5,370 Closed
HI
565
Harbour Investments
Wisconsin
$599K – – –
BWM
566
Benchmark Wealth Management
Connecticut
$595K – – –
RA
567
RFG Advisory
Alabama
$592K -$38.3K -311 -6%
EWA
568
Exencial Wealth Advisors
Oklahoma
$592K +$197K +1,603 +43%
MC
569
Moors & Cabot
Massachusetts
$584K -$18.4K -149 -3%
GC
570
Grimes & Company
Massachusetts
$582K +$108K +880 +20%
PWAC
571
Private Wealth Advisors (California)
California
$577K +$1.97K +16 +0.3%
JCM
572
Jacobi Capital Management
Pennsylvania
$576K +$370 +3 +0.1%
CCM
573
Canal Capital Management
Virginia
$573K +$174K +1,410 +38%
DI
574
Disciplined Investments
Oklahoma
$568K -$47.3K -384 -7%
JWCA
575
J.W. Coons Advisors
Ohio
$567K – – –
21 22
23
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