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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
551
UHLMANN PRICE SECURITIES
Illinois
$687K +$538 +4 +0.1%
SWM
552
SeaCrest Wealth Management
New York
$687K +$1.61K +12 +0.2%
PFM
553
Phillips Financial Management
Indiana
$686K – – –
KWM
554
Kaydan Wealth Management
Michigan
$685K -$672 -5 -0.1%
EPAM
555
Evelyn Partners Asset Management
$682K -$168K -1,252 -20%
WS
556
Wedbush Securities
California
$678K -$46.5K -346 -6%
FPGK
557
Financial Partners Group (Kansas)
Kansas
$678K -$182K -1,354 -21%
GKWIM
558
Gerber Kawasaki Wealth & Investment Management
California
$676K +$157K +1,167 +31%
EFG
559
Ehrlich Financial Group
California
$667K -$4.84K -36 -0.7%
ACM
560
AlphaStar Capital Management
North Carolina
$667K -$29.9K -222 -4%
HBW
561
Hazlett, Burt & Watson
West Virginia
$667K -$33.5K -249 -5%
RWM
562
Ritholtz Wealth Management
New York
$667K -$108K -803 -14%
AI
563
Accredited Investors
Minnesota
$665K – – –
BTWM
564
Baker Tilly Wealth Management
Wisconsin
$662K – – –
CWMGO
565
Capstone Wealth Management Group (Oregon)
Oregon
$655K +$55.3K +411 +9%
MWM
566
Modera Wealth Management
New Jersey
$654K -$70.6K -525 -10%
CF
567
Centaurus Financial
California
$653K +$110K +820 +21%
SAI
568
Systematic Alpha Investments
New Jersey
$651K – – –
GSIAS
569
Garden State Investment Advisory Services
New Jersey
$646K -$58.1K -432 -8%
BWM
570
BigSur Wealth Management
Florida
$644K – – –
KA
571
Kovack Advisors
Florida
$643K -$383K -2,847 -38%
MSWMA
572
Market Street Wealth Management Advisors
Indiana
$640K -$18K -134 -3%
ST
573
Sageworth Trust
Pennsylvania
$634K – – –
BI
574
Berkeley Inc
Idaho
$631K +$269 +2 +0%
DI
575
Disciplined Investments
Oklahoma
$631K – – –
21 22
23
24 25