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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
S
676
SignatureFD
Georgia
$224K +$1.01K +10 +0.5%
FI
677
FormulaFolio Investments
Michigan
$223K +$213K +2,101 New
SFP
678
Sterling Financial Planning
New Jersey
$223K +$213K +2,102 New
GI
679
Gradient Investments
Minnesota
$222K – – –
JWCA
680
J.W. Coons Advisors
Ohio
$221K -$344K -3,400 -62%
MP
681
McDonald Partners
Ohio
$221K +$211K +2,083 New
PWG
682
Private Wealth Group
Florida
$221K +$211K +2,083 New
WP
683
WealthSource Partners
California
$221K +$211K +2,088 New
BA
684
Bristlecone Advisors
Washington
$220K -$19.6K -194 -9%
GG
685
Gofen & Glossberg
Illinois
$220K +$210K +2,078 New
ACM
686
Allred Capital Management
Texas
$220K +$211K +2,084 New
HIMC
687
Heritage Investors Management Corp
Maryland
$219K +$210K +2,072 New
EC
688
Estate Counselors
Wisconsin
$217K +$207K +2,050 New
GI
689
GAMCO Investors
Connecticut
$216K -$202K -2,000 -50%
BP
690
Ballentine Partners
Massachusetts
$215K +$205K +2,027 New
SIA
691
SeaBridge Investment Advisors
New Jersey
$213K – – –
PWM
692
Provident Wealth Management
Tennessee
$213K +$6.07K +60 +3%
AA
693
Apriem Advisors
California
$212K +$202K +1,999 New
VWM
694
Venturi Wealth Management
Texas
$212K +$202K +2,000 New
GC
695
Grimes & Company
Massachusetts
$212K +$203K +2,006 New
BC
696
Burney Company
Virginia
$211K +$202K +1,992 New
RWP
697
RWA Wealth Partners
Massachusetts
$210K +$201K +1,983 New
PIMG
698
Patriot Investment Management Group
Tennessee
$207K -$713K -7,050 -78%
EDRH
699
Edmond de Rothschild Holding
Switzerland
$207K +$42.5K +420 +27%
SW
700
StrongBox Wealth
Missouri
$205K -$74.4K -735 -28%
26 27
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