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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
851
Broadleaf Partners
Ohio
– -$263K -2,448 Closed
SWMG
852
Signature Wealth Management Group
Georgia
– -$263K -2,448 Closed
PAMG
853
Patton Albertson Miller Group
Tennessee
– -$262K -2,440 Closed
HCM
854
Hall Capital Management
Rhode Island
– -$258K -2,398 Closed
MWM
855
Merriman Wealth Management
Washington
– -$257K -2,392 Closed
BFIM
856
Beese Fulmer Investment Management
Ohio
– -$257K -2,385 Closed
PW
857
Peninsula Wealth
California
– -$254K -2,360 Closed
CB
858
Cadence Bank
Mississippi
– -$254K -2,358 Closed
RC
859
RegentAtlantic Capital
New Jersey
– -$252K -2,344 Closed
BONST
860
Bank of Nova Scotia Trust
Ontario, Canada
– -$252K -2,340 Closed
WP
861
WealthSource Partners
California
– -$252K -2,340 Closed
BMM
862
Buffington Mohr McNeal
Idaho
– -$250K -2,322 Closed
HCM
863
Howland Capital Management
Massachusetts
– -$248K -2,307 Closed
PPP
864
Private Portfolio Partners
New Jersey
– -$247K -2,296 Closed
PL
865
Plancorp LLC
Missouri
– -$243K -2,262 Closed
RM
866
Resource Management
Louisiana
– -$243K -2,260 Closed
BO
867
BRR OpCo
Ohio
– -$242K -2,251 Closed
RPG
868
Resource Planning Group
Georgia
– -$242K -2,249 Closed
WPW
869
Waldron Private Wealth
Pennsylvania
– -$241K -2,245 Closed
BI
870
Ballast Inc
Kentucky
– -$235K -2,186 Closed
WI
871
Wintrust Investments
Illinois
– -$231K -2,150 Closed
FFG
872
Ford Financial Group
California
– -$231K -2,148 Closed
ASC
873
Atalanta Sosnoff Capital
New York
– -$227K -2,114 Closed
LWA
874
LWS Wealth Advisors
New Jersey
– -$226K -2,105 Closed
CWA
875
Clarity Wealth Advisors
California
– -$225K -2,100 Closed
33 34
35
36 37