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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
676
Walter & Keenan Wealth Management
Indiana
$362K – – –
MPCL
677
My Personal CFO LLC
Washington
$362K +$348K +2,800 New
MCC
678
Money Concepts Capital
Florida
$361K +$348K +2,799 New
LIA
679
LBMC Investment Advisors
Tennessee
$360K +$232K +1,863 +201%
KWMG
680
King Wealth Management Group
Florida
$358K – – –
AWAP
681
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$357K +$12.4K +100 +4%
SCA
682
Stonebridge Capital Advisors
Minnesota
$356K -$66.8K -537 -16%
ATC
683
Adirondack Trust Company
New York
$356K – – –
SI
684
Saxon Interests
Texas
$356K +$340K +2,733 New
WP
685
WealthSource Partners
California
$355K -$35.2K -283 -9%
MCP
686
Martin Capital Partners
Oregon
$354K +$5.48K +44 +2%
LC
687
Lindbrook Capital
California
$354K +$342K +2,745 New
FAG
688
Financial Advisory Group
Texas
$353K -$6.84K -55 -2%
BAAM
689
Baker Avenue Asset Management
California
$352K -$48K -386 -12%
SAM
690
Summit Asset Management
Tennessee
$352K – – –
TA
691
TrueWealth Advisors
Alabama
$351K +$22.4K +180 +7%
CWA
692
Clarity Wealth Advisors
California
$349K – – –
IFAM
693
Institutional & Family Asset Management
Colorado
$347K +$622 +5 +0.2%
CCT
694
Chemung Canal Trust
New York
$344K – – –
WMG
695
WESCAP Management Group
California
$343K – – –
BIM
696
Baldwin Investment Management
Pennsylvania
$342K -$6.1K -49 -2%
CFA
697
Compass Financial Advisors
Indiana
$339K +$327K +2,626 New
UL
698
Unionview LLC
Washington
$339K +$327K +2,628 New
BP
699
Broadleaf Partners
Ohio
$338K – – –
ANHIM
700
Alan N. Hoffman Investment Management
Massachusetts
$336K +$324K +2,600 New
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