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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
726
Tennessee Valley Asset Management Partners
Tennessee
$400K +$32.2K +238 +9%
BFM
727
Boston Financial Management
Massachusetts
$399K – – –
MPCL
728
My Personal CFO LLC
Washington
$398K – – –
SW
729
SkyOak Wealth
Michigan
$396K – – –
SIC
730
Salem Investment Counselors
North Carolina
$395K – – –
SIG
731
Spinnaker Investment Group
California
$394K -$210K -1,556 -36%
CFG
732
Clayton Financial Group
Missouri
$389K +$371K +2,741 New
VF
733
VitalStone Financial
Texas
$389K – – –
RWP
734
Ridgecrest Wealth Partners
California
$387K – – –
BW
735
Bison Wealth
Georgia
$387K +$368K +2,722 New
KCFA
736
Key Client Fiduciary Advisors
New Jersey
$386K +$13.3K +98 +4%
KCM
737
Kanawha Capital Management
Virginia
$386K -$27K -200 -7%
GWP
738
Gen-Wealth Partners
Michigan
$383K – – –
GS
739
GTS Securities
Florida
$382K -$4.65M -34,376 -93%
SEEDPG
740
S.E.E.D. Planning Group
New York
$382K – – –
PNAA
741
Pictet North America Advisors
Switzerland
$381K – – –
SVWG
742
Shared Vision Wealth Group
United States
$377K – – –
LIA
743
LBMC Investment Advisors
Tennessee
$376K -$35.2K -260 -9%
UAG
744
United Advisor Group
Ohio
$374K -$15K -111 -4%
FCA
745
Fortis Capital Advisors
Kansas
$373K -$96K -710 -21%
PWM
746
Provident Wealth Management
Tennessee
$373K +$1.22K +9 +0.3%
CA
747
CGN Advisors
Kansas
$372K -$37.3K -276 -10%
RWB
748
RMR Wealth Builders
New Jersey
$372K +$354K +2,619 New
WIC
749
Woodmont Investment Counsel
Tennessee
$368K +$351K +2,592 New
TSS
750
Two Sigma Securities
New York
$367K -$687K -5,083 -66%
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