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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
576
Triangle Securities Wealth Management
North Carolina
$675K -$9.46K -68 -1%
SAI
577
Systematic Alpha Investments
New Jersey
$668K – – –
KWM
578
Kaydan Wealth Management
Michigan
$667K +$1.39K +10 +0.2%
MWM
579
Meridian Wealth Management
Kentucky
$666K -$62.1K -446 -9%
SB
580
Strategic Blueprint
Georgia
$663K -$802K -5,767 -55%
SMC
581
Smith, Moore & Co
Missouri
$662K -$158K -1,136 -19%
HCM
582
Hilton Capital Management
New York
$661K – – –
RPC
583
Rossmore Private Capital
Connecticut
$660K +$34.8K +250 +6%
DI
584
Disciplined Investments
Oklahoma
$648K – – –
CCWM
585
Cassaday & Co Wealth Management
Virginia
$645K – – –
ST
586
Sageworth Trust
Pennsylvania
$645K – – –
RA
587
RFG Advisory
Alabama
$643K -$70.7K -508 -10%
EFG
588
Ehrlich Financial Group
California
$639K -$15.3K -110 -2%
SA
589
Sacks & Associates
New Jersey
$639K +$639K +4,589 New
EFG
590
Everhart Financial Group
Ohio
$638K – – –
IAIM
591
International Assets Investment Management
Florida
$636K -$274K -1,966 -30%
BFA
592
Beaumont Financial Advisors
Massachusetts
$635K -$5.57K -40 -0.9%
VA
593
Vident Advisory
Georgia
$635K -$12.4K -89 -2%
ALC
594
Alexander Labrunerie & Co
Missouri
$632K – – –
7WCP
595
71 West Capital Partners
Massachusetts
$631K +$631K +4,536 New
WPC
596
Wedmont Private Capital
Pennsylvania
$628K +$3.62K +26 +0.6%
LNWTC
597
Laird Norton Wetherby Trust Company
Washington
$628K +$628K +4,512 New
VFA
598
Valeo Financial Advisors
Indiana
$623K -$311K -2,234 -33%
WCM
599
WealthBridge Capital Management
Ohio
$622K +$34.8K +250 +6%
CAAS
600
Capital Asset Advisory Services
Michigan
$622K +$2.78K +20 +0.5%
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