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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
726
WESCAP Management Group
California
$315K – – –
KWMG
727
King Wealth Management Group
Florida
$314K -$9.35K -75 -3%
LSA
728
Lion Street Advisors
Texas
$314K – – –
CFA
729
Compass Financial Advisors
Indiana
$314K +$1.5K +12 +0.5%
BP
730
Broadleaf Partners
Ohio
$313K – – –
UL
731
Unionview LLC
Washington
$312K – – –
CP
732
Camelot Portfolios
Ohio
$311K +$126K +1,014 +63%
FFM
733
Forum Financial Management
Illinois
$310K +$1.25K +10 +0.4%
HWM
734
Horizon Wealth Management
Illinois
$307K +$323K +2,588 New
GF
735
Gries Financial
Ohio
$305K – – –
SWM
736
Selective Wealth Management
Virginia
$305K +$107K +855 +50%
ANHIM
737
Alan N. Hoffman Investment Management
Massachusetts
$304K -$4.86K -39 -2%
IFWM
738
Institute for Wealth Management
Colorado
$303K – – –
SEP
739
Southland Equity Partners
Missouri
$303K -$9.97K -80 -3%
TA
740
TrueWealth Advisors
Alabama
$302K -$21.3K -171 -6%
CSIC
741
Clifford Swan Investment Counsel
California
$301K -$55.9K -448 -15%
BCP
742
Blue Chip Partners
Michigan
$301K +$2.12K +17 +0.7%
S
743
SignatureFD
Georgia
$300K +$5.61K +45 +2%
PWM
744
Provident Wealth Management
Tennessee
$300K +$148K +1,187 +88%
HA
745
HC Advisors
Georgia
$298K – – –
EIA
746
Eldridge Investment Advisors
New Hampshire
$297K +$3.12K +25 +1%
MSFS
747
Main Street Financial Solutions
Pennsylvania
$294K +$18K +144 +6%
SXL
748
Summit X LLC
Missouri
$294K +$308K +2,470 New
BMO
749
Beck Mack & Oliver
New York
$293K +$308K +2,467 New
MFGM
750
Marshall Financial Group (Maryland)
Maryland
$291K – – –
28 29
30
31 32