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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
901
EPIQ Partners
Minnesota
$217K – – –
BWP
902
Balboa Wealth Partners
Arizona
$217K -$773 -6 -0.3%
MWM
903
Marion Wealth Management
Pennsylvania
$217K +$773 +6 +0.4%
BCMLT
904
Beacon Capital Management LLC (Tennessee)
Tennessee
$215K – – –
KCM
905
Kathmere Capital Management
Pennsylvania
$215K – – –
RA
906
Riverstone Advisors
Texas
$214K – – –
SWMG
907
Signature Wealth Management Group
Georgia
$214K – – –
HL
908
HeadInvest LLC
Maine
$213K – – –
GGV
909
GG Group Ventures
Florida
$212K +$205K +1,588 New
ML
910
McAdam LLC
Pennsylvania
$212K +$1.03K +8 +0.5%
CFFP
911
Center for Financial Planning
Michigan
$212K -$3.09K -24 -1%
NSIM
912
North Star Investment Management
Illinois
$212K -$11.7K -91 -5%
PWMAG
913
Pinnacle Wealth Management Advisory Group
New Jersey
$211K – – –
ATPW
914
Ashton Thomas Private Wealth
Arizona
$211K -$2.45K -19 -1%
SIC
915
Shoker Investment Counsel
Ohio
$211K -$156K -1,208 -42%
KIA
916
Kraematon Investment Advisors
Massachusetts
$211K -$11.9K -92 -5%
RIA
917
Regal Investment Advisors
Michigan
$209K – – –
WCAMG
918
Woodard & Company Asset Management Group
North Carolina
$209K -$8.37K -65 -4%
KDA
919
Kraft Davis & Associates
Missouri
$208K +$129 +1 +0.1%
BCM
920
Brookstone Capital Management
Illinois
$208K -$29.6K -230 -13%
AFS
921
AFG Fiduciary Services
Massachusetts
$208K – – –
AAM
922
Augustine Asset Management
Florida
$207K +$1.42K +11 +0.7%
PGAM
923
Princeton Global Asset Management
New Jersey
$207K +$902 +7 +0.4%
BA
924
Ballast Advisors
Minnesota
$207K – – –
UFA
925
US Financial Advisors
Massachusetts
$207K – – –
35 36
37
38 39