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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
626
Ignite Planners
California
$553K -$408K -3,245 -42%
WP
627
WealthSource Partners
California
$546K -$57.5K -457 -9%
FWP
628
FAS Wealth Partners
Kansas
$542K +$881 +7 +0.2%
MFA
629
Mayflower Financial Advisors
Massachusetts
$542K -$6.17K -49 -0.1%
EIP
630
Ellis Investment Partners
Pennsylvania
$542K -$318K -2,526 -37%
GI
631
Gradient Investments
Minnesota
$540K +$1.26K +10 +0.2%
PFP
632
Paragon Financial Partners
California
$539K -$48.1K -382 -8%
AC
633
Addison Capital
Pennsylvania
$534K -$1.05M -8,335 -66%
BWP
634
Baldwin Wealth Partners
Massachusetts
$528K – – –
WCM
635
WealthBridge Capital Management
Ohio
$528K – – –
MCP
636
Martin Capital Partners
Oregon
$528K -$1.44M -11,463 -73%
BA
637
Baugh & Associates
Georgia
$527K -$881 -7 -0.2%
ZIC
638
ZWJ Investment Counsel
Georgia
$527K – – –
BFG
639
Bleakley Financial Group
New Jersey
$525K -$29.1K -231 -5%
RSWM
640
Robertson Stephens Wealth Management
California
$523K -$15.1K -120 -3%
TNBTD
641
Trustmark National Bank Trust Department
Mississippi
$520K -$278K -2,213 -34%
CIAS
642
Capital Investment Advisory Services
North Carolina
$517K -$6.79K -54 -1%
MAA
643
Matrix Asset Advisors
New York
$516K – – –
BCA
644
Bay Colony Advisors
Massachusetts
$509K -$13.6K -108 -3%
KFA
645
Kapstone Financial Advisors
Ohio
$507K – – –
EWA
646
Exencial Wealth Advisors
Oklahoma
$505K -$9.56K -76 -2%
PMFA
647
Plante Moran Financial Advisors
Michigan
$499K +$77.1K +613 +18%
KFI
648
Key Financial Inc
Pennsylvania
$498K +$40.1K +319 +9%
WPW
649
Waldron Private Wealth
Pennsylvania
$498K -$108K -860 -18%
TCPWM
650
Traverso Chambers Private Wealth Management
California
$496K – – –
24 25
26
27 28