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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
F
826
F3Logic
Minnesota
– -$347K -3,235 Closed
CCFM
827
Clear Creek Financial Management
Washington
– -$344K -3,220 Closed
H
828
HoyleCohen
California
– -$340K -3,162 Closed
TF
829
Trek Financial
Arizona
– -$330K -3,071 Closed
TCM
830
Tran Capital Management
California
– -$328K -3,051 Closed
W
831
WealthOne
New York
– -$324K -3,008 Closed
GAG
832
GM Advisory Group
New York
– -$321K -2,983 Closed
RFN
833
RDA Financial Network
Iowa
– -$314K -2,965 Closed
CWM
834
Chronos Wealth Management
Florida
– -$311K -2,893 Closed
GC
835
Grimes & Company
Massachusetts
– -$303K -2,814 Closed
WAS
836
Wealth Advisory Solutions
Indiana
– -$297K -2,765 Closed
TI
837
Truepoint Inc
Ohio
– -$295K -2,747 Closed
TCM
838
Towercrest Capital Management
Pennsylvania
– -$295K -2,735 Closed
BP
839
BBR Partners
New York
– -$290K -2,700 Closed
FA
840
Fagan Associates
New York
– -$287K -2,666 Closed
BHB
841
Bank Hapoalim BM
Israel
– -$286K -2,659 Closed
SWM
842
SVA Wealth Management
Wisconsin
– -$283K -2,627 Closed
PS
843
Portfolio Solutions
Michigan
– -$280K -2,607 Closed
JPG
844
Jordan Park Group
California
– -$273K -2,536 Closed
TI
845
tru Independence
Oregon
– -$202K -2,523 Closed
SWRP
846
Summit Wealth & Retirement Planning
California
– -$268K -2,489 Closed
CIA
847
Choate Investment Advisors
Massachusetts
– -$267K -2,485 Closed
EIA
848
Eldridge Investment Advisors
New Hampshire
– -$264K -2,450 Closed
BP
849
Broadleaf Partners
Ohio
– -$263K -2,448 Closed
SWMG
850
Signature Wealth Management Group
Georgia
– -$263K -2,448 Closed
32 33
34
35 36