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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
876
Fortis Advisors
Pennsylvania
$3K – – –
WIM
877
Westside Investment Management
California
$2.36K +$397K +3,238 +19%
CPFP
878
Clear Perspectives Financial Planning
Ohio
$2K – – –
HCP
879
Hexagon Capital Partners
Arkansas
$2K – – –
IF
880
Ironwood Financial
Arizona
$2K – – –
JFA
881
JNBA Financial Advisors
Minnesota
$1K – – –
LPWM
882
Lake Point Wealth Management
Texas
$1K – – –
OSAM
883
O'Shaughnessy Asset Management
Connecticut
$1K +$735 +6 New
ETC
884
Exchange Traded Concepts
Oklahoma
– -$37.7M -308,475 Closed
FIA
885
Foundations Investment Advisors
Arizona
– -$28.2M -228,745 Closed
SDAM
886
Shulman DeMeo Asset Management
New York
– -$6.62M -54,139 Closed
ACM
887
Avalon Capital Management
California
– -$5.96M -48,747 Closed
GM
888
GeoWealth Management
Illinois
– -$5.13M -41,999 Closed
JWCA
889
J.W. Cole Advisors
Florida
– -$3.18M -26,038 Closed
GB
890
Gunma Bank
Japan
– -$3.12M -25,500 Closed
NL
891
NEPC LLC
Massachusetts
– -$3.06M -25,000 Closed
IC
892
Inscription Capital
Texas
– -$2.68M -21,925 Closed
CRI
893
Colonial River Investments
Virginia
– -$2.47M -20,228 Closed
FTUS
894
Flow Traders U.S.
New York
– -$1.81M -14,795 Closed
DMC
895
Drexel Morgan & Co
Pennsylvania
– -$1.44M -11,782 Closed
SFA
896
Sequoia Financial Advisors
Ohio
– -$526K -4,305 Closed
W
897
WealthOne
New York
– -$493K -4,034 Closed
EWA
898
Exencial Wealth Advisors
Oklahoma
– -$444K -3,631 Closed
AAS
899
Annex Advisory Services
Wisconsin
– -$417K -3,412 Closed
JWM
900
Jackson Wealth Management
Florida
– -$407K -3,328 Closed
34 35
36
37 38