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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
726
Wela Strategies
Georgia
$213K +$203K +1,809 New
NL
727
NVWM LLC
Pennsylvania
$212K – – –
EP
728
Eudaimonia Partners
Tennessee
$211K -$4.04K -36 -2%
BA
729
Bristlecone Advisors
Washington
$210K -$33K -294 -14%
H
730
HoyleCohen
California
$210K +$200K +1,780 New
AF
731
Allworth Financial
California
$209K +$3.81K +34 +2%
APWM
732
Atlas Private Wealth Management
New York
$208K -$7.29K -65 -4%
BFA
733
Benedict Financial Advisors
Georgia
$208K +$198K +1,763 New
WI
734
Wintrust Investments
Illinois
$207K +$196K +1,750 New
TCBWMS
735
Texas Capital Bank Wealth Management Services
Texas
$206K +$195K +1,743 New
EP
736
EPIQ Partners
Minnesota
$206K +$196K +1,745 New
HWA
737
Heartwood Wealth Advisors
Virginia
$205K -$52K -464 -21%
RE
738
RBC Europe
United Kingdom
$204K – – –
RC
739
Roundview Capital
New Jersey
$204K +$194K +1,729 New
KCM
740
Kathmere Capital Management
Pennsylvania
$203K – – –
GC
741
Gibson Capital
Pennsylvania
$203K +$193K +1,725 New
CAM
742
Crestone Asset Management
Colorado
$202K +$192K +1,709 New
AWE
743
Avidian Wealth Enterprises
Texas
$202K +$192K +1,711 New
WCAMG
744
Woodard & Company Asset Management Group
North Carolina
$201K – – –
TNBTD
745
Trustmark National Bank Trust Department
Mississippi
$201K +$191K +1,704 New
FT
746
Fiduciary Trust
Massachusetts
$200K +$191K +1,700 New
CFB
747
Cullen/Frost Bankers
Texas
$199K – – –
SNT
748
Security National Trust
West Virginia
$198K +$14K +125 +8%
TWM
749
Tradition Wealth Management
Minnesota
$197K – – –
CFFP
750
Center for Financial Planning
Michigan
$185K +$110K +978 +167%
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