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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
851
LWS Wealth Advisors
New Jersey
$272K +$822 +7 +0.3%
BIAS
852
Beacon Investment Advisory Services
New Jersey
$272K +$235 +2 +0.1%
FB
853
Fulton Bank
Pennsylvania
$270K -$7.63K -65 -3%
PW
854
Peninsula Wealth
California
$269K – – –
MWM
855
MinichMacGregor Wealth Management
New York
$269K +$252K +2,150 New
BAAM
856
Baker Avenue Asset Management
California
$268K +$26.3K +224 +12%
MFGM
857
Marshall Financial Group (Maryland)
Maryland
$266K – – –
ISWM
858
Independent Solutions Wealth Management
New York
$266K -$270K -2,303 -52%
WKWM
859
Walter & Keenan Wealth Management
Indiana
$266K – – –
SCA
860
Stonebridge Capital Advisors
Minnesota
$265K -$25.8K -220 -9%
PWMAG
861
Pinnacle Wealth Management Advisory Group
New Jersey
$264K -$164K -1,394 -40%
TWM
862
Thrive Wealth Management
Pennsylvania
$263K -$117 -1 -0%
WBCM
863
Wilson & Boucher Capital Management
California
$262K – – –
JWCA
864
J.W. Coons Advisors
Ohio
$261K – – –
ESB
865
Essex Savings Bank
Connecticut
$259K -$1.17K -10 -0.5%
FA
866
Fagan Associates
New York
$258K +$470 +4 +0.2%
HSA
867
HBK Sorce Advisory
Pennsylvania
$257K -$16.6K -141 -6%
OIA
868
Optimum Investment Advisors
Illinois
$257K -$2.94K -25 -1%
KIG
869
Kowal Investment Group
Wisconsin
$256K -$39.2K -334 -14%
GAG
870
GM Advisory Group
New York
$255K +$240K +2,044 New
TSS
871
Two Sigma Securities
New York
$255K -$788K -6,710 -77%
GI
872
GAMCO Investors
Connecticut
$254K – – –
BCM
873
Becker Capital Management
Oregon
$254K – – –
OCM
874
One Capital Management
California
$253K -$40.7K -347 -15%
RIA
875
Regal Investment Advisors
Michigan
$252K +$237K +2,015 New
33 34
35
36 37