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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
576
Golden State Wealth Management
California
$538K +$13.7K +108 +3%
VFA
577
Valeo Financial Advisors
Indiana
$536K +$12.6K +100 +2%
PAS
578
Park Avenue Securities
New York
$536K +$529K +4,183 New
BFA
579
Beaumont Financial Advisors
Massachusetts
$534K – – –
MAA
580
Matrix Asset Advisors
New York
$534K – – –
GTAM
581
Global Trust Asset Management
Florida
$534K +$215K +1,705 +69%
JE
582
JMAC Enterprises
Pennsylvania
$532K -$126 -1 -0%
RSWM
583
Robertson Stephens Wealth Management
California
$531K +$63.2K +500 +14%
EWM
584
EPG Wealth Management
Georgia
$526K -$60.8K -481 -10%
LWA
585
Lenox Wealth Advisors
New York
$521K +$126 +1 +0%
BFO
586
Boston Family Office
Massachusetts
$520K -$25.3K -200 -5%
ICP
587
Interchange Capital Partners
Pennsylvania
$519K +$513K +4,055 New
GFPC
588
Global Financial Private Client
Florida
$518K +$101K +797 +25%
TCPWM
589
Traverso Chambers Private Wealth Management
California
$514K – – –
PIM
590
Penobscot Investment Management
Massachusetts
$512K -$43K -340 -8%
ARMC
591
American Research & Management Company
Massachusetts
$510K – – –
CA
592
Calton & Associates
Florida
$509K +$44.7K +354 +10%
ZIC
593
ZWJ Investment Counsel
Georgia
$507K -$43.6K -345 -8%
FAB
594
First American Bank
Illinois
$504K -$12.6K -100 -2%
WPA
595
West Paces Advisors
Georgia
$502K +$68.9K +545 +16%
PWP
596
Perfromance Wealth Partners
Illinois
$502K -$94.4K -747 -16%
SF
597
Summit Financial
New Jersey
$498K +$2.4K +19 +0.5%
FWP
598
FAS Wealth Partners
Kansas
$498K +$1.52K +12 +0.3%
KWM
599
Kingsview Wealth Management
Oregon
$498K -$76.6K -606 -13%
CIAS
600
Capital Investment Advisory Services
North Carolina
$496K +$28.6K +226 +6%
22 23
24
25 26