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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
826
Family Legacy Inc
South Carolina
$304K -$9.78K -70 -3%
CWM
827
Core Wealth Management
Florida
$304K – – –
BWP
828
Bernardo Wealth Planning
Pennsylvania
$304K – – –
RIM
829
Rockbridge Investment Management
New York
$303K +$320K +2,291 New
IGGA
830
Iron Gate Global Advisors
Utah
$302K – – –
RBC
831
Romano Brothers & Co
Illinois
$302K – – –
BP
832
Broadleaf Partners
Ohio
$301K -$41.9K -300 -12%
HPC
833
HM Payson & Co
Maine
$299K – – –
RRCM
834
Rappaport Reiches Capital Management
Illinois
$298K – – –
KAS
835
KPP Advisory Services
Kentucky
$298K +$559 +4 +0.2%
MIM
836
MTM Investment Management
South Carolina
$297K – – –
CSIC
837
Clifford Swan Investment Counsel
California
$295K – – –
IFWM
838
Institute for Wealth Management
Colorado
$294K – – –
HCP
839
Hardin Capital Partners
South Carolina
$294K -$9.78K -70 -3%
FA
840
Fagan Associates
New York
$294K +$419 +3 +0.1%
ATPW
841
Ashton Thomas Private Wealth
Arizona
$294K +$78.8K +564 +34%
EW
842
Element Wealth
Mississippi
$293K +$43.9K +314 +16%
RC
843
Roundview Capital
New Jersey
$293K +$69.8K +500 +29%
TLFA
844
True Link Financial Advisors
California
$293K – – –
TWM
845
Thrive Wealth Management
Pennsylvania
$291K +$559 +4 +0.2%
ML
846
Mayport LLC
Massachusetts
$291K – – –
NFP
847
Narus Financial Partners
Utah
$291K – – –
CT
848
Caldwell Trust
Florida
$290K – – –
IDA
849
Intelligence Driven Advisers
California
$290K +$9.64K +69 +3%
APW
850
Aventura Private Wealth
Florida
$289K +$306K +2,188 New
32 33
34
35 36