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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
851
Chemung Canal Trust
New York
$289K – – –
EW
852
Evoke Wealth
California
$288K – – –
LIM
853
Loudon Investment Management
New Hampshire
$287K -$117K -840 -28%
CFG
854
Clayton Financial Group
Missouri
$286K -$80.2K -574 -21%
TW
855
TrinityPoint Wealth
Connecticut
$285K -$46.4K -332 -13%
SFC
856
Strategic Financial Concepts
Texas
$285K +$301K +2,157 New
JFG
857
JMG Financial Group
Illinois
$285K – – –
CIG
858
Cascade Investment Group
Colorado
$283K – – –
MWM
859
Modern Wealth Management
Kansas
$283K +$299K +2,139 New
JHCP
860
Jackson Hole Capital Partners
Oklahoma
$281K +$140 +1 +0%
CAM
861
Covenant Asset Management
New Jersey
$280K -$630K -4,512 -68%
WBCM
862
Wilson & Boucher Capital Management
California
$277K – – –
KOMWMG
863
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$277K +$5.73K +41 +2%
BIAS
864
Beacon Investment Advisory Services
New Jersey
$276K – – –
JWCA
865
J.W. Coons Advisors
Ohio
$275K – – –
VCP
866
Vista Capital Partners
Oregon
$274K – – –
AFA
867
Avant Financial Advisors
Texas
$273K +$288K +2,065 New
RFP
868
Root Financial Partners
California
$272K +$288K +2,061 New
MFGM
869
Marshall Financial Group (Maryland)
Maryland
$270K – – –
VVP
870
Venture Visionary Partners
Ohio
$270K +$26.5K +190 +10%
FFA
871
Fortune Financial Advisors
Kansas
$270K – – –
CT
872
Colonial Trust
South Carolina
$270K -$2.37K -17 -0.8%
GI
873
GAMCO Investors
Connecticut
$269K – – –
WMWM
874
Wilkins Miller Wealth Management
Alabama
$268K +$283K +2,028 New
RIG
875
RiverFront Investment Group
Virginia
$268K +$283K +2,027 New
33 34
35
36 37