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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
801
Crusonia Wealth Advisors
Colorado
$353K +$353K +2,536 New
RWS
802
Resolute Wealth Strategies
Mississippi
$353K -$14.1K -101 -4%
CA
803
CGN Advisors
Kansas
$353K +$696 +5 +0.2%
FPGK
804
Financial Partners Group (Kansas)
Kansas
$351K -$12.4K -89 -4%
CIAS
805
Capital Investment Advisory Services
North Carolina
$350K +$278 +2 +0.1%
KP
806
Keel Point
Alabama
$350K -$137K -986 -28%
AF
807
Apollon Financial
South Carolina
$349K -$21.4K -154 -6%
CGL
808
Clarius Group LLC
Washington
$349K – – –
VPP
809
Vertex Planning Partners
Illinois
$349K – – –
JIR
810
James Investment Research
Ohio
$348K -$336K -2,415 -49%
CSI
811
Cross Staff Investments
New York
$347K – – –
BMO
812
Beck Mack & Oliver
New York
$346K – – –
SVWG
813
Shared Vision Wealth Group
United States
$345K -$42K -302 -11%
RIG
814
RiverFront Investment Group
Virginia
$345K +$27.8K +200 +9%
EV
815
EJMK Ventures
Illinois
$344K +$344K +2,472 New
ANHIM
816
Alan N. Hoffman Investment Management
Massachusetts
$344K – – –
BCA
817
Bay Capital Advisors
Virginia
$343K -$27.8K -200 -8%
HFS
818
Hoge Financial Services
Pennsylvania
$343K -$7.24K -52 -2%
SSA
819
Shepherd Street Advisors
California
$342K +$342K +2,460 New
EW
820
Element Wealth
Mississippi
$341K – – –
IAS
821
Insigneo Advisory Services
Florida
$340K -$2.64K -19 -0.8%
MCM
822
Mainstream Capital Management
California
$340K -$974 -7 -0.3%
HCM
823
Howland Capital Management
Massachusetts
$339K +$339K +2,437 New
TAM
824
Titleist Asset Management
Texas
$338K – – –
OAM
825
Oak Asset Management
California
$337K – – –
31 32
33
34 35