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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
601
Essex Private Wealth Management
Massachusetts
$506K -$30.4K -247 -5%
HFP
602
Holistic Financial Partners
Indiana
$503K +$3.69K +30 +0.7%
MA
603
Momentum Advisors
New York
$501K -$11K -89 -2%
RWA
604
River Wealth Advisors
Pennsylvania
$499K -$3.69K -30 -0.7%
MFA
605
Mayflower Financial Advisors
Massachusetts
$492K +$119K +964 +3%
BCA
606
Bay Colony Advisors
Massachusetts
$492K +$134K +1,086 +33%
CA
607
Carson Advisory
Georgia
$491K +$1.6K +13 +0.3%
ST
608
Sageworth Trust
Pennsylvania
$491K +$542K +4,404 New
GI
609
Gradient Investments
Minnesota
$488K -$32.5K -264 -6%
FWP
610
FAS Wealth Partners
Kansas
$487K +$1.23K +10 +0.2%
AWA
611
Arkadios Wealth Advisors
Georgia
$487K +$86K +698 +19%
RSWM
612
Robertson Stephens Wealth Management
California
$484K +$24.6K +200 +5%
MFG
613
Merit Financial Group
Georgia
$481K -$3.48M -28,230 -87%
DI
614
DFPG Investments
Utah
$478K +$87K +706 +21%
BA
615
Baugh & Associates
Georgia
$476K -$79K -641 -13%
ARMC
616
American Research & Management Company
Massachusetts
$476K – – –
ZIC
617
ZWJ Investment Counsel
Georgia
$475K – – –
SWM
618
SeaCrest Wealth Management
New York
$472K +$1.35K +11 +0.3%
IAG
619
Investment Advisory Group
Massachusetts
$470K – – –
SAM
620
Sawgrass Asset Management
Florida
$467K -$10.7K -87 -2%
MAA
621
Matrix Asset Advisors
New York
$465K – – –
JE
622
JMAC Enterprises
Pennsylvania
$464K +$1.72K +14 +0.3%
RPC
623
Rossmore Private Capital
Connecticut
$463K – – –
PAS
624
Park Avenue Securities
New York
$460K -$36K -292 -7%
GFPC
625
Global Financial Private Client
Florida
$458K – – –
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