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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
751
Claraphi Advisory Network
United States
$300K -$503K -4,086 -60%
CWA
752
Clarity Wealth Advisors
California
$300K – – –
WF
753
Wayfinding Financial
Washington
$298K – – –
SCA
754
Stonebridge Capital Advisors
Minnesota
$297K -$9.85K -80 -3%
CCT
755
Chemung Canal Trust
New York
$297K – – –
KWMG
756
King Wealth Management Group
Florida
$295K – – –
SAM
757
Secure Asset Management
Michigan
$295K – – –
BP
758
Broadleaf Partners
Ohio
$294K – – –
HR
759
Howe & Rusling
New York
$294K +$60.6K +492 +23%
UL
760
Unionview LLC
Washington
$293K – – –
CT
761
Caldwell Trust
Florida
$292K -$47.8K -388 -13%
CWS
762
Confluence Wealth Services
Pennsylvania
$287K -$18.6K -151 -6%
GF
763
Gries Financial
Ohio
$287K – – –
ANHIM
764
Alan N. Hoffman Investment Management
Massachusetts
$286K – – –
RBC
765
Romano Brothers & Co
Illinois
$286K +$316K +2,565 New
FFM
766
Forum Financial Management
Illinois
$285K -$6.28K -51 -2%
LSA
767
Lion Street Advisors
Texas
$285K – – –
BCP
768
Blue Chip Partners
Michigan
$285K +$1.97K +16 +0.6%
SEP
769
Southland Equity Partners
Missouri
$284K – – –
AWAP
770
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$284K -$27.6K -224 -8%
S
771
SignatureFD
Georgia
$284K +$2.71K +22 +0.9%
TA
772
TrueWealth Advisors
Alabama
$283K -$1.35K -11 -0.4%
CSIC
773
Clifford Swan Investment Counsel
California
$283K – – –
PWM
774
Provident Wealth Management
Tennessee
$283K +$1.23K +10 +0.4%
SSB
775
Sandy Spring Bank
Maryland
$282K -$52.3K -425 -14%
29 30
31
32 33