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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
651
SeaCrest Wealth Management
New York
$531K -$2.09K -15 -0.4%
KFA
652
Kapstone Financial Advisors
Ohio
$530K +$19.9K +143 +4%
SWM
653
Scissortail Wealth Management
Oklahoma
$528K +$528K +3,792 New
MAA
654
Matrix Asset Advisors
New York
$526K -$39.5K -284 -7%
MA
655
MCF Advisors
Kentucky
$524K – – –
TCM
656
TruNorth Capital Management
Michigan
$523K – – –
MWM
657
Modera Wealth Management
New Jersey
$523K -$24.2K -174 -4%
LI
658
LRI Investments
Florida
$521K – – –
SWM
659
Selective Wealth Management
Virginia
$521K -$13.6K -98 -3%
GPW
660
Genesis Private Wealth
Virginia
$519K -$37.7K -271 -7%
OWP
661
ORG Wealth Partners
Texas
$517K +$8.77K +63 +2%
NHT
662
New Hampshire Trust
New Hampshire
$516K – – –
WPA
663
West Paces Advisors
Georgia
$515K – – –
RA
664
Rodgers & Associates
Pennsylvania
$515K – – –
JAA
665
Joel Adams & Associates
North Carolina
$514K +$293K +2,107 +133%
LWM
666
LJI Wealth Management
Indiana
$511K +$125K +901 +33%
DCU
667
Dara Capital US
Florida
$509K +$509K +3,660 New
MAG
668
M3 Advisory Group
Massachusetts
$508K +$1.25K +9 +0.2%
ORC
669
O'Rourke & Company
Massachusetts
$506K -$1.67K -12 -0.3%
UWPG
670
Ullmann Wealth Partners Group
Florida
$506K – – –
FB
671
Fulton Bank
Pennsylvania
$499K – – –
WCP
672
Wealthcare Capital Partners
Pennsylvania
$498K -$26.9K -193 -5%
AC
673
Addison Capital
Pennsylvania
$494K -$54.4K -391 -10%
VA
674
VestGen Advisors
Illinois
$487K -$1.23M -8,868 -72%
EB
675
Emprise Bank
Kansas
$483K – – –
25 26
27
28 29