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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
726
Howe & Rusling
New York
$223K +$494 +4 +0.2%
WS
727
Wela Strategies
Georgia
$222K +$618 +5 +0.3%
AA
728
AF Advisors
California
$220K +$222K +1,800 New
GI
729
Gradient Investments
Minnesota
$219K -$99.5K -805 -31%
NL
730
NVWM LLC
Pennsylvania
$219K – – –
BA
731
Bristlecone Advisors
Washington
$218K +$494 +4 +0.2%
RC
732
RegentAtlantic Capital
New Jersey
$215K +$217K +1,757 New
EP
733
EPIQ Partners
Minnesota
$213K – – –
HWA
734
Heartwood Wealth Advisors
Virginia
$213K – – –
TCBWMS
735
Texas Capital Bank Wealth Management Services
Texas
$212K -$742 -6 -0.3%
RE
736
RBC Europe
United Kingdom
$212K – – –
BFA
737
Benedict Financial Advisors
Georgia
$210K -$6.06K -49 -3%
KCM
738
Kathmere Capital Management
Pennsylvania
$210K – – –
CAM
739
Crestone Asset Management
Colorado
$209K – – –
AWE
740
Avidian Wealth Enterprises
Texas
$209K +$247 +2 +0.1%
FFA
741
Founders Financial Alliance
North Carolina
$209K +$29.2K +236 +16%
NA
742
Navellier & Associates
Nevada
$209K +$212K +1,713 New
MP
743
McDonald Partners
Ohio
$208K -$49.4K -400 -19%
APWM
744
Atlas Private Wealth Management
New York
$208K -$8.03K -65 -4%
WCAMG
745
Woodard & Company Asset Management Group
North Carolina
$208K – – –
MCWS
746
McKinley Carter Wealth Services
West Virginia
$207K +$209K +1,690 New
SWMG
747
Signature Wealth Management Group
Georgia
$206K +$208K +1,684 New
SIA
748
SeaBridge Investment Advisors
New Jersey
$206K +$208K +1,685 New
SNT
749
Security National Trust
West Virginia
$205K – – –
MRC
750
Millburn Ridgefield Corp
New York
$204K +$42.6K +345 +26%
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30
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