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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Acropolis Investment Management
Missouri
$439K -$59.4K -425 -11%
NA
702
Novus Advisors
South Carolina
$438K +$463K +3,316 New
VAF
703
Values Added Financial
District of Columbia
$438K +$463K +3,312 New
CFB
704
Cullen/Frost Bankers
Texas
$437K – – –
SWA
705
Serenus Wealth Advisors
California
$437K +$462K +3,306 New
HIA
706
HTG Investment Advisors
Connecticut
$434K – – –
QWM
707
Quadcap Wealth Management
Texas
$434K -$140 -1 -0%
PMFA
708
Plante Moran Financial Advisors
Michigan
$433K – – –
MCM
709
M1 Capital Management
Michigan
$432K +$457K +3,271 New
JE
710
JMAC Enterprises
Pennsylvania
$431K +$140 +1 +0%
SAM
711
Secure Asset Management
Michigan
$429K +$17.3K +124 +4%
AIC
712
Archer Investment Corporation
Indiana
$428K -$4.47K -32 -1%
SAM
713
Sawgrass Asset Management
Florida
$428K -$38.3K -274 -8%
RRA
714
Round Rock Advisors
Connecticut
$428K -$44K -315 -9%
APWA
715
Atlas Private Wealth Advisors
New Jersey
$425K -$30.7K -220 -6%
GIA
716
GHP Investment Advisors
Colorado
$424K +$6.28K +45 +1%
PSCM
717
Per Stirling Capital Management
Texas
$424K -$8.38K -60 -2%
BFO
718
Boston Family Office
Massachusetts
$422K – – –
DSC
719
Duncker Streett & Co
Missouri
$420K – – –
FHC
720
First Heartland Consultants
Missouri
$418K -$71.9K -515 -14%
LAM
721
Lakewood Asset Management
Illinois
$417K – – –
CWA
722
Clarity Wealth Advisors
California
$417K +$89.5K +641 +25%
SHWM
723
Smith & Howard Wealth Management
Georgia
$416K – – –
MWM
724
Mascagni Wealth Management
Mississippi
$413K +$425K +3,042 New
HIP
725
HUB Investment Partners
Texas
$412K -$12.8K -92 -3%
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