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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
551
VitalStone Financial
Texas
$689K +$16.4K +134 +2%
MWM
552
Meridian Wealth Management
Kentucky
$688K +$14.5K +119 +2%
GLA
553
Good Life Advisors
Pennsylvania
$685K -$22.8K -187 -3%
MPM
554
Meritage Portfolio Management
Kansas
$684K – – –
BFA
555
Beaumont Financial Advisors
Massachusetts
$684K -$24.6K -201 -3%
WAG
556
Wallace Advisory Group
California
$682K – – –
PFM
557
Phillips Financial Management
Indiana
$681K -$14.4K -118 -2%
ICP
558
Interchange Capital Partners
Pennsylvania
$674K +$104K +851 +18%
AA
559
Ashford Advisors
New York
$670K – – –
DFA
560
DHJJ Financial Advisors
Illinois
$663K -$3.05K -25 -0.5%
OHWP
561
Oak Harbor Wealth Partners
North Carolina
$651K – – –
RWS
562
Resolute Wealth Strategies
Mississippi
$648K -$9.4K -77 -1%
BAG
563
Bridgewealth Advisory Group
California
$645K -$6.72K -55 -1%
KWM
564
Kaydan Wealth Management
Michigan
$645K -$12.2K -100 -2%
GC
565
Grimes & Company
Massachusetts
$640K – – –
DI
566
DFPG Investments
Utah
$639K -$110K -903 -15%
MAS
567
Meeder Advisory Services
Ohio
$639K +$636K +5,209 New
JWBC
568
John W. Brooker & Co
California
$638K +$122 +1 +0%
NWA
569
Navis Wealth Advisors
New York
$636K -$8.18K -67 -1%
MWM
570
Marion Wealth Management
Pennsylvania
$629K +$2.69K +22 +0.4%
LSIA
571
LaSalle St. Investment Advisors
Illinois
$628K +$3.3K +27 +0.5%
RA
572
RFG Advisory
Alabama
$628K +$53.5K +438 +9%
MG
573
Mather Group
Illinois
$626K +$26.6K +218 +4%
MFA
574
Mayflower Financial Advisors
Massachusetts
$626K +$87.7K +718 +2%
WSFS
575
Wilmington Savings Fund Society
Delaware
$620K +$618K +5,059 New
21 22
23
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