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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
576
Appleton Partners
Massachusetts
$675K -$27.2K -195 -4%
BFA
577
Beaumont Financial Advisors
Massachusetts
$675K -$12.2K -87 -2%
OFS
578
OneAscent Financial Services
Alabama
$672K +$711K +5,089 New
VWM
579
Venturi Wealth Management
Texas
$669K -$21.1K -151 -3%
UPS
580
UHLMANN PRICE SECURITIES
Illinois
$669K +$698 +5 +0.1%
PFM
581
Phillips Financial Management
Indiana
$668K – – –
KWM
582
Kaydan Wealth Management
Michigan
$668K +$13.7K +98 +2%
SWM
583
SeaCrest Wealth Management
New York
$667K -$978 -7 -0.1%
OP
584
ORG Partners
Indiana
$662K +$8.52K +61 +1%
EFG
585
Ehrlich Financial Group
California
$655K +$57K +408 +9%
APA
586
Astoria Portfolio Advisors
New York
$652K +$460K +3,297 +197%
AI
587
Accredited Investors
Minnesota
$647K – – –
BTWM
588
Baker Tilly Wealth Management
Wisconsin
$644K +$2.37K +17 +0.3%
GTAM
589
Global Trust Asset Management
Florida
$643K -$22.1K -158 -3%
KL
590
KWMG LLC
Kansas
$642K -$23K -165 -3%
MSWMA
591
Market Street Wealth Management Advisors
Indiana
$640K -$182K -1,306 -21%
ALC
592
Alexander Labrunerie & Co
Missouri
$635K -$29K -208 -4%
SAI
593
Systematic Alpha Investments
New Jersey
$634K – – –
MFG
594
MidWestOne Financial Group
Iowa
$630K -$1.03M -7,405 -61%
BWM
595
BigSur Wealth Management
Florida
$627K – – –
HGWM
596
Horst & Graben Wealth Management
Oregon
$619K -$13.8K -99 -2%
ST
597
Sageworth Trust
Pennsylvania
$618K – – –
CAAS
598
Capital Asset Advisory Services
Michigan
$617K +$9.08K +65 +1%
DI
599
Disciplined Investments
Oklahoma
$615K +$70.7K +506 +12%
BI
600
Berkeley Inc
Idaho
$615K -$700K -5,016 -52%
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