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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
726
San Luis Wealth Advisors
California
$210K +$219K +1,786 New
H
727
HoyleCohen
California
$209K – – –
AWA
728
Arete Wealth Advisors
Illinois
$209K +$217K +1,771 New
DI
729
DFPG Investments
Utah
$208K +$209K +1,707 New
RCA
730
Resonant Capital Advisors
Wisconsin
$206K -$22K -180 -9%
KAH
731
Kathryn A. Hall
$205K -$506K -4,130 -70%
EP
732
EPIQ Partners
Minnesota
$205K – – –
HWA
733
Heartwood Wealth Advisors
Virginia
$205K – – –
SNT
734
Security National Trust
West Virginia
$205K – – –
CCM
735
Condor Capital Management
New Jersey
$205K +$214K +1,745 New
TCBWMS
736
Texas Capital Bank Wealth Management Services
Texas
$204K – – –
BB
737
Busey Bank
Illinois
$204K +$212K +1,735 New
RE
738
RBC Europe
United Kingdom
$203K – – –
RC
739
Roundview Capital
New Jersey
$203K -$56K -457 -21%
FFA
740
Founders Financial Alliance
North Carolina
$202K – – –
AWE
741
Avidian Wealth Enterprises
Texas
$202K +$122 +1 +0.1%
CAM
742
Crestone Asset Management
Colorado
$201K – – –
NA
743
Navellier & Associates
Nevada
$201K – – –
WCAMG
744
Woodard & Company Asset Management Group
North Carolina
$200K – – –
BFC
745
Bedel Financial Consulting
Indiana
$189K +$245 +2 +0.1%
TAM
746
Townsend Asset Management
North Carolina
$187K +$1.1K +9 +0.6%
MAM
747
Meeder Asset Management
Ohio
$185K +$128K +1,049 +199%
CFFP
748
Center for Financial Planning
Michigan
$184K – – –
CHC
749
City Holding Co
West Virginia
$181K +$40.4K +330 +27%
EW
750
Element Wealth
Mississippi
$173K – – –
28 29
30
31 32