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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
801
Greenwich Wealth Management
Connecticut
$318K -$5.51K -41 -2%
NS
802
NBC Securities
Alabama
$318K +$315K +2,342 +117,100%
GI
803
GAMMA Investing
California
$316K – – –
IFWM
804
Institute for Wealth Management
Colorado
$315K +$12K +89 +4%
CTWM
805
Cherry Tree Wealth Management
Minnesota
$313K – – –
WA
806
Wealthstream Advisors
New York
$313K – – –
TC
807
Trilogy Capital
California
$312K -$5.61M -41,707 -95%
IGGA
808
Iron Gate Global Advisors
Utah
$312K – – –
AMCA
809
Arthur M. Cohen & Associates
Illinois
$312K +$309K +2,300 New
CWM
810
Core Wealth Management
Florida
$312K – – –
RIM
811
Rockbridge Investment Management
New York
$311K +$134 +1 +0%
CPP
812
Capasso Planning Partners
South Carolina
$310K -$24.1K -179 -7%
RBC
813
Romano Brothers & Co
Illinois
$310K – – –
BA
814
Baugh & Associates
Georgia
$308K -$13K -97 -4%
EWM
815
Evercore Wealth Management
New York
$308K -$18.8K -140 -6%
JWBC
816
John W. Brooker & Co
California
$307K -$20.7K -154 -6%
HPC
817
HM Payson & Co
Maine
$307K – – –
RRCM
818
Rappaport Reiches Capital Management
Illinois
$307K – – –
MW
819
Marcum Wealth
Ohio
$306K -$14.3K -106 -4%
RIA
820
Regal Investment Advisors
Michigan
$305K +$303K +2,250 New
MIM
821
MTM Investment Management
South Carolina
$305K – – –
FFS
822
Founders Financial Securities
Maryland
$304K +$313K +2,329 New
CSIC
823
Clifford Swan Investment Counsel
California
$303K – – –
FA
824
Fagan Associates
New York
$303K +$403 +3 +0.1%
FA
825
Fiduciary Alliance
South Carolina
$301K +$71.4K +531 +31%
31 32
33
34 35