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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
801
MTM Investment Management
South Carolina
$317K – – –
IFWM
802
Institute for Wealth Management
Colorado
$317K – – –
FA
803
Fagan Associates
New York
$316K -$13.3K -98 -4%
VFPW
804
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K -$185K -1,368 -38%
TLFA
805
True Link Financial Advisors
California
$315K – – –
TA
806
TFB Advisors
Kansas
$313K +$15.4K +114 +5%
TWM
807
Thrive Wealth Management
Pennsylvania
$313K -$25.2K -186 -8%
ML
808
Mayport LLC
Massachusetts
$312K – – –
NFP
809
Narus Financial Partners
Utah
$312K – – –
CT
810
Caldwell Trust
Florida
$312K -$11.1K -82 -4%
LWL
811
Leo Wealth LLC
Texas
$311K -$128K -946 -30%
CCT
812
Chemung Canal Trust
New York
$310K – – –
NFG
813
Nations Financial Group
Iowa
$309K -$48.1K -356 -14%
EW
814
Evoke Wealth
California
$309K +$294K +2,177 New
JFG
815
JMG Financial Group
Illinois
$306K – – –
FB
816
Fulton Bank
Pennsylvania
$305K – – –
CIG
817
Cascade Investment Group
Colorado
$304K -$23.8K -176 -8%
JHCP
818
Jackson Hole Capital Partners
Oklahoma
$302K – – –
IDA
819
Intelligence Driven Advisers
California
$302K +$1.62K +12 +0.6%
KPWG
820
KFA Private Wealth Group
Virginia
$301K +$541 +4 +0.2%
KIG
821
Kowal Investment Group
Wisconsin
$300K +$1.89K +14 +0.7%
WBCM
822
Wilson & Boucher Capital Management
California
$298K – – –
BIAS
823
Beacon Investment Advisory Services
New Jersey
$297K – – –
JWCA
824
J.W. Coons Advisors
Ohio
$296K – – –
VCP
825
Vista Capital Partners
Oregon
$295K – – –
31 32
33
34 35