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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
751
Ridgecrest Wealth Partners
California
$357K – – –
SEEDPG
752
S.E.E.D. Planning Group
New York
$353K – – –
CIA
753
Choate Investment Advisors
Massachusetts
$352K – – –
PNAA
754
Pictet North America Advisors
Switzerland
$352K – – –
BCP
755
Blue Chip Partners
Michigan
$348K +$1.88K +15 +0.6%
SVWG
756
Shared Vision Wealth Group
United States
$348K – – –
LIA
757
LBMC Investment Advisors
Tennessee
$347K +$251 +2 +0.1%
ARC
758
Advisor Resource Council
Texas
$345K -$4.13M -32,886 -92%
KCFA
759
Key Client Fiduciary Advisors
New Jersey
$342K +$3.76K +30 +1%
PWM
760
Provident Wealth Management
Tennessee
$342K +$1.13K +9 +0.3%
HA
761
HC Advisors
Georgia
$340K – – –
PTC
762
Philadelphia Trust Company
Pennsylvania
$339K – – –
BP
763
Broadleaf Partners
Ohio
$338K – – –
GF
764
Gries Financial
Ohio
$337K – – –
BMM
765
Berkshire Money Management
Massachusetts
$337K +$322K +2,570 New
TFGT
766
TS Financial Group (TSFG)
Illinois
$335K -$85.1K -678 -21%
FLI
767
Family Legacy Inc
South Carolina
$335K -$20.1K -160 -6%
KAS
768
KPP Advisory Services
Kentucky
$333K +$319K +2,540 New
IFAM
769
Institutional & Family Asset Management
Colorado
$333K -$72.8K -580 -19%
PVI
770
Pine Valley Investments
New Jersey
$331K +$39.4K +314 +14%
CWA
771
Clarity Wealth Advisors
California
$330K +$9.41K +75 +3%
EFG
772
Everhart Financial Group
Ohio
$329K – – –
EIA
773
Eldridge Investment Advisors
New Hampshire
$328K – – –
BOPW
774
Brandywine Oak Private Wealth
Pennsylvania
$328K -$10.5K -84 -3%
PP
775
Patten & Patten
Tennessee
$326K – – –
29 30
31
32 33