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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
551
Cambridge Advisors
Nebraska
$731K – – –
PCMC
552
Private Capital Management (Colorado)
Colorado
$726K – – –
PFM
553
Phillips Financial Management
Indiana
$719K -$17.2K -127 -2%
UPS
554
UHLMANN PRICE SECURITIES
Illinois
$718K +$684K +5,058 New
SWM
555
SeaCrest Wealth Management
New York
$718K +$208K +1,541 +44%
BBWP
556
Beacon Bridge Wealth Partners
Pennsylvania
$714K -$43.1K -319 -6%
AC
557
Addison Capital
Pennsylvania
$714K -$30.8K -228 -4%
KL
558
KWMG LLC
Kansas
$714K -$1.49K -11 -0.2%
GTAM
559
Global Trust Asset Management
Florida
$714K +$35K +259 +5%
ALC
560
Alexander Labrunerie & Co
Missouri
$713K -$28.4K -210 -4%
KWM
561
Kaydan Wealth Management
Michigan
$704K -$2.84K -21 -0.4%
PFP
562
Paragon Financial Partners
California
$703K -$49.1K -363 -7%
OP
563
ORG Partners
Indiana
$702K -$12.8K -95 -2%
AI
564
Accredited Investors
Minnesota
$696K +$663K +4,900 New
CCM
565
Coldstream Capital Management
Washington
$695K -$131K -969 -17%
DAS
566
Diversify Advisory Services
Utah
$691K -$3.25K -24 -0.5%
BTWM
567
Baker Tilly Wealth Management
Wisconsin
$690K -$143K -1,060 -18%
CCG
568
Cypress Capital Group
Florida
$684K -$25.7K -190 -4%
SAI
569
Systematic Alpha Investments
New Jersey
$682K – – –
HGWM
570
Horst & Graben Wealth Management
Oregon
$680K -$3.92K -29 -0.6%
FPAS
571
Focus Partners Advisor Solutions
Missouri
$679K +$49.5K +366 +8%
RMCM
572
Reynders McVeigh Capital Management
Massachusetts
$678K +$8.11K +60 +1%
BWM
573
BigSur Wealth Management
Florida
$675K -$13.5K -100 -2%
AWC
574
Adamsbrown Wealth Consultants
Kansas
$669K -$69.9K -517 -10%
ST
575
Sageworth Trust
Pennsylvania
$664K -$5.68K -42 -0.9%
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