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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
726
Baker Avenue Asset Management
California
$322K +$13.7K +110 +4%
CWA
727
Clarity Wealth Advisors
California
$320K +$5.61K +45 +2%
CCT
728
Chemung Canal Trust
New York
$317K – – –
WF
729
Wayfinding Financial
Washington
$317K – – –
SAM
730
Secure Asset Management
Michigan
$315K – – –
WMG
731
WESCAP Management Group
California
$315K – – –
KWMG
732
King Wealth Management Group
Florida
$314K -$9.35K -75 -3%
LSA
733
Lion Street Advisors
Texas
$314K – – –
CFA
734
Compass Financial Advisors
Indiana
$314K +$1.5K +12 +0.5%
BP
735
Broadleaf Partners
Ohio
$313K – – –
UL
736
Unionview LLC
Washington
$312K – – –
CP
737
Camelot Portfolios
Ohio
$311K +$126K +1,014 +63%
FFM
738
Forum Financial Management
Illinois
$310K +$1.25K +10 +0.4%
HWM
739
Horizon Wealth Management
Illinois
$307K +$323K +2,588 New
GF
740
Gries Financial
Ohio
$305K – – –
SWM
741
Selective Wealth Management
Virginia
$305K +$107K +855 +50%
ANHIM
742
Alan N. Hoffman Investment Management
Massachusetts
$304K -$4.86K -39 -2%
IFWM
743
Institute for Wealth Management
Colorado
$303K – – –
SEP
744
Southland Equity Partners
Missouri
$303K -$9.97K -80 -3%
TA
745
TrueWealth Advisors
Alabama
$302K -$21.3K -171 -6%
CSIC
746
Clifford Swan Investment Counsel
California
$301K -$55.9K -448 -15%
BCP
747
Blue Chip Partners
Michigan
$301K +$2.12K +17 +0.7%
S
748
SignatureFD
Georgia
$300K +$5.61K +45 +2%
PWM
749
Provident Wealth Management
Tennessee
$300K +$148K +1,187 +88%
HA
750
HC Advisors
Georgia
$298K – – –
28 29
30
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