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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
701
Beese Fulmer Investment Management
Ohio
$205K +$196K +1,937 New
BFA
702
Beacon Financial Advisory
Ohio
$205K +$196K +1,941 New
EWM
703
Empirical Wealth Management
Washington
$204K -$60.6K -599 -24%
GCP
704
Gill Capital Partners
Colorado
$204K +$195K +1,932 New
KIG
705
Kowal Investment Group
Wisconsin
$203K +$187K +1,852 New
CBTWT
706
Community Bank & Trust (Waco, Texas)
Texas
$203K +$194K +1,918 New
PWM
707
Perigon Wealth Management
California
$202K +$193K +1,908 New
APWM
708
Atlas Private Wealth Management
New York
$194K -$22.4K -221 -11%
EP
709
Eudaimonia Partners
Tennessee
$193K -$7.89K -78 -4%
HR
710
Howe & Rusling
New York
$192K -$4.45K -44 -2%
NL
711
NVWM LLC
Pennsylvania
$190K -$171K -1,693 -49%
AF
712
Allworth Financial
California
$184K +$1.21K +12 +0.7%
RE
713
RBC Europe
United Kingdom
$183K -$10.1K -100 -5%
KCM
714
Kathmere Capital Management
Pennsylvania
$182K -$26.2K -259 -13%
WCAMG
715
Woodard & Company Asset Management Group
North Carolina
$181K – – –
CFB
716
Cullen/Frost Bankers
Texas
$178K – – –
TWM
717
Tradition Wealth Management
Minnesota
$177K +$169K +1,668 New
CT
718
Caldwell Trust
Florida
$177K -$30.4K -300 -15%
CCC
719
Crescent Capital Consulting
Louisiana
$176K +$169K +1,667 New
SNT
720
Security National Trust
West Virginia
$165K -$5.06K -50 -3%
CIA
721
Choate Investment Advisors
Massachusetts
$163K – – –
TAM
722
Townsend Asset Management
North Carolina
$161K -$23K -227 -13%
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$158K +$83.8K +828 +125%
FFA
724
Founders Financial Alliance
North Carolina
$156K – – –
EW
725
Element Wealth
Mississippi
$156K +$149K +1,473 New
27 28
29
30 31