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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
651
Jordan Park Group
California
$273K +$266K +2,536 New
SWRP
652
Summit Wealth & Retirement Planning
California
$268K – – –
CIA
653
Choate Investment Advisors
Massachusetts
$267K – – –
SFS
654
Sowell Financial Services
Arkansas
$266K -$143K -1,361 -36%
EIA
655
Eldridge Investment Advisors
New Hampshire
$264K – – –
BP
656
Broadleaf Partners
Ohio
$263K – – –
SWMG
657
Signature Wealth Management Group
Georgia
$263K +$37.5K +357 +17%
MA
658
MCF Advisors
Kentucky
$262K – – –
PAMG
659
Patton Albertson Miller Group
Tennessee
$262K – – –
GTAM
660
Global Trust Asset Management
Florida
$260K – – –
FFA
661
First Foundation Advisors
California
$260K +$210 +2 +0.1%
HCM
662
Hall Capital Management
Rhode Island
$258K -$31.5K -300 -11%
BFIM
663
Beese Fulmer Investment Management
Ohio
$257K +$105 +1 +0%
MWM
664
Merriman Wealth Management
Washington
$257K +$14.4K +137 +6%
CFG
665
Citizens Financial Group
Rhode Island
$256K – – –
WSTAM
666
Wilbanks Smith & Thomas Asset Management
Virginia
$256K – – –
KFI
667
Key Financial Inc
Pennsylvania
$256K +$250K +2,378 New
RG
668
Retirement Group
California
$256K +$250K +2,381 New
CB
669
Cadence Bank
Mississippi
$254K – – –
PW
670
Peninsula Wealth
California
$254K +$21.9K +209 +10%
BONST
671
Bank of Nova Scotia Trust
Ontario, Canada
$252K +$105 +1 +0%
WP
672
WealthSource Partners
California
$252K +$1.57K +15 +0.6%
RC
673
RegentAtlantic Capital
New Jersey
$252K +$246K +2,344 New
FIM
674
Freedom Investment Management
Connecticut
$251K -$228K -2,175 -48%
RPC
675
Rossmore Private Capital
Connecticut
$251K – – –
25 26
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