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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
601
Parsons Capital Management
Rhode Island
$512K -$420K -3,440 -44%
ISWM
602
Independent Solutions Wealth Management
New York
$510K +$541K +4,433 New
RRA
603
Round Rock Advisors
Connecticut
$510K – – –
B
604
Bailard
California
$509K -$14.6K -120 -3%
RA
605
Rodgers & Associates
Pennsylvania
$507K – – –
EIP
606
Ellis Investment Partners
Pennsylvania
$505K +$1.1K +9 +0.2%
JWBC
607
John W. Brooker & Co
California
$504K -$101K -829 -16%
PFP
608
Paragon Financial Partners
California
$503K +$1.22K +10 +0.2%
HPC
609
HM Payson & Co
Maine
$502K +$404K +3,312 +315%
NFG
610
Nadler Financial Group
Illinois
$499K -$255K -2,087 -32%
WA
611
Waverly Advisors
Alabama
$499K +$529K +4,338 New
MFA
612
Mayflower Financial Advisors
Massachusetts
$499K -$95.3K -781 -2%
FWP
613
FAS Wealth Partners
Kansas
$495K -$10.9K -89 -2%
HGERS
614
Householder Group Estate & Retirement Specialist
Arizona
$493K +$523K +4,288 New
WCM
615
WealthBridge Capital Management
Ohio
$491K +$46.4K +380 +10%
ZIC
616
ZWJ Investment Counsel
Georgia
$490K – – –
AWA
617
Arkadios Wealth Advisors
Georgia
$489K +$244 +2 +0%
BFG
618
Bleakley Financial Group
New Jersey
$489K +$2.69K +22 +0.5%
SS
619
Simplicity Solutions
Minnesota
$489K +$2.69K +22 +0.5%
JIR
620
James Investment Research
Ohio
$487K -$40.3K -330 -7%
ACA
621
Aptus Capital Advisors
Alabama
$487K +$415K +3,396 +404%
WP
622
WealthSource Partners
California
$484K -$2.69K -22 -0.5%
TNBTD
623
Trustmark National Bank Trust Department
Mississippi
$484K – – –
ARC
624
Advisor Resource Council
Texas
$483K -$75.8K -621 -13%
HCM
625
Hengehold Capital Management
Ohio
$478K +$130K +1,063 +34%
23 24
25
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