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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
626
Harbor Asset Planning
Massachusetts
$532K +$519K +3,917 New
ADL
627
Asset Dedication LLC
California
$528K +$1.59K +12 +0.3%
YIA
628
YHB Investment Advisors
Connecticut
$525K -$14.6K -110 -3%
GFPC
629
Global Financial Private Client
Florida
$523K – – –
SFS
630
Sowell Financial Services
Arkansas
$521K -$75.7K -571 -13%
GPW
631
Genesis Private Wealth
Virginia
$521K -$60.6K -457 -11%
PFP
632
Paragon Financial Partners
California
$520K +$1.46K +11 +0.3%
CCA
633
Childress Capital Advisors
Texas
$519K -$49.1K -370 -9%
MFG
634
Magnus Financial Group
New York
$516K -$10.6K -80 -2%
SWM
635
SeaCrest Wealth Management
New York
$513K -$170K -1,285 -25%
MFA
636
Mayflower Financial Advisors
Massachusetts
$511K -$19.6K -148 -4%
MA
637
MCF Advisors
Kentucky
$511K – – –
UPS
638
UHLMANN PRICE SECURITIES
Illinois
$511K -$173K -1,304 -26%
TAM
639
Tocqueville Asset Management
New York
$510K -$1.99K -15 -0.4%
TCM
640
TruNorth Capital Management
Michigan
$510K – – –
WCP
641
Wealthcare Capital Partners
Pennsylvania
$509K -$12.1K -91 -2%
SWM
642
Selective Wealth Management
Virginia
$508K -$9.15K -69 -2%
LI
643
LRI Investments
Florida
$508K – – –
MCC
644
Money Concepts Capital
Florida
$505K +$148K +1,113 +43%
OWP
645
ORG Wealth Partners
Texas
$504K -$1.33K -10 -0.3%
NHT
646
New Hampshire Trust
New Hampshire
$503K +$93.2K +703 +23%
RA
647
Rodgers & Associates
Pennsylvania
$502K – – –
GIA
648
GHP Investment Advisors
Colorado
$501K +$69.8K +526 +17%
RSWM
649
Robertson Stephens Wealth Management
California
$501K -$57.6K -434 -11%
UWPG
650
Ullmann Wealth Partners Group
Florida
$500K – – –
24 25
26
27 28