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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
701
Heartwood Wealth Advisors
Virginia
$407K -$733 -6 -0.2%
LAM
702
Lakewood Asset Management
Illinois
$404K – – –
TFGT
703
TS Financial Group (TSFG)
Illinois
$404K – – –
KIG
704
Kowal Investment Group
Wisconsin
$403K -$33.7K -276 -8%
CWM
705
Curi Wealth Management
North Carolina
$403K – – –
UL
706
Unionview LLC
Washington
$391K -$27.8K -228 -7%
PP
707
Patten & Patten
Tennessee
$390K -$122 -1 -0%
SAM
708
Sequent Asset Management
Texas
$388K – – –
KOMWMG
709
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$388K +$2.56K +21 +0.7%
BCA
710
Bay Colony Advisors
Massachusetts
$386K -$125K -1,025 -25%
AFG
711
Affinia Financial Group
Massachusetts
$386K – – –
LC
712
Lindbrook Capital
California
$382K -$1.22K -10 -0.3%
C
713
Certuity
Florida
$382K +$380K +3,114 New
IFAM
714
Institutional & Family Asset Management
Colorado
$381K -$34.6K -283 -8%
ORC
715
O'Rourke & Company
Massachusetts
$380K +$733 +6 +0.2%
NAM
716
NTV Asset Management
West Virginia
$380K – – –
HCM
717
Hengehold Capital Management
Ohio
$379K -$7.21K -59 -2%
PWLP
718
Prio Wealth Limited Partnership
Massachusetts
$379K +$26.9K +220 +8%
OFS
719
OneAscent Financial Services
Alabama
$378K +$376K +3,082 New
CAM
720
Covenant Asset Management
New Jersey
$374K – – –
HA
721
Harfst & Associates
Wyoming
$373K – – –
LIM
722
Loudon Investment Management
New Hampshire
$373K +$366 +3 +0.1%
CFGSD
723
Compass Financial Group (South Dakota)
South Dakota
$373K -$15K -123 -4%
SSB
724
Sandy Spring Bank
Maryland
$371K +$12K +98 +3%
HF
725
Halpern Financial
Virginia
$371K – – –
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