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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
901
HM Payson & Co
Maine
$117K +$37K +300 +40%
CWC
902
Carolinas Wealth Consulting
North Carolina
$114K +$862 +7 +0.7%
LFG
903
Larson Financial Group
Missouri
$112K – – –
ACA
904
Atlas Capital Advisors
Wyoming
$112K +$98.5K +800 +400%
CFD
905
Creative Financial Designs
Indiana
$108K +$862 +7 +0.7%
PPWM
906
PFG Private Wealth Management
Florida
$107K – – –
TF
907
TimeScale Financial
Massachusetts
$105K +$616 +5 +0.5%
NFSG
908
Newbridge Financial Services Group
Florida
$105K +$23.2K +188 +25%
CAM
909
Columbia Asset Management
Michigan
$105K +$116K +941 New
FMTCOCP
910
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$104K – – –
CCP
911
Clarkston Capital Partners
Michigan
$100K – – –
AWM
912
Aspire Wealth Management
Massachusetts
$97K – – –
EC
913
Estate Counselors
Wisconsin
$97K – – –
BWA
914
BDO Wealth Advisors
Florida
$96K – – –
HWM
915
Horizons Wealth Management
North Carolina
$95K – – –
AWM
916
Activest Wealth Management
Florida
$94K +$70.5K +572 +212%
IWP
917
IAG Wealth Partners
Wisconsin
$91K -$12.2K -99 -11%
TIM
918
Tortoise Investment Management
New York
$91K – – –
LDFR
919
Lehman & Derafelo Financial Resources
Pennsylvania
$91K +$82.5K +670 +447%
EDRH
920
Edmond de Rothschild Holding
Switzerland
$89K – – –
TIM
921
Tevis Investment Management
Texas
$88K +$123 +1 +0.1%
CNBTD
922
Citizens National Bank Trust Department
Mississippi
$87K – – –
BA
923
Ballast Advisors
Minnesota
$86K – – –
IAMOG
924
Investors Asset Management of Georgia
Georgia
$85K – – –
VC
925
Vestor Capital
Illinois
$84K +$92.6K +752 New
35 36
37
38 39