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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
926
Bryn Mawr Capital Management
Pennsylvania
$217K +$214K +1,734 New
PFA
927
Peak Financial Advisors
Colorado
$217K +$214K +1,733 New
RC
928
Roundview Capital
New Jersey
$216K +$214K +1,729 New
GWAG
929
Garrett Wealth Advisory Group
Texas
$216K +$213K +1,723 New
GSB
930
Greenfield Savings Bank
Massachusetts
$214K +$212K +1,713 New
OFW
931
Omnia Family Wealth
Florida
$214K +$211K +1,712 New
EP
932
EPIQ Partners
Minnesota
$214K +$211K +1,710 New
CAM
933
Crestone Asset Management
Colorado
$214K +$211K +1,709 New
PA
934
PFG Advisors
Arizona
$213K -$52.5K -425 -20%
WCAMG
935
Woodard & Company Asset Management Group
North Carolina
$213K – – –
CWM
936
Centurion Wealth Management
Virginia
$213K +$210K +1,704 New
BFC
937
Bedel Financial Consulting
Indiana
$213K +$247 +2 +0.1%
APWM
938
Atlas Private Wealth Management
New York
$213K +$210K +1,701 New
BB
939
Busey Bank
Illinois
$212K +$209K +1,693 New
HIM
940
Hanlon Investment Management
New Jersey
$212K +$209K +1,692 New
SWMG
941
Signature Wealth Management Group
Georgia
$211K +$208K +1,684 New
AAS
942
Annex Advisory Services
Wisconsin
$210K -$214K -1,733 -51%
FMTCOCP
943
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K +$90.7K +734 +78%
WT
944
Washington Trust
Rhode Island
$209K – – –
NSIM
945
North Star Investment Management
Illinois
$208K – – –
APWA
946
Atlas Private Wealth Advisors
New Jersey
$208K +$205K +1,662 New
SFG
947
Sovereign Financial Group
Connecticut
$207K -$28.7K -232 -12%
HL
948
HeadInvest LLC
Maine
$206K -$34K -275 -14%
KFGK
949
Keystone Financial Group (Kentucky)
Kentucky
$204K +$202K +1,634 New
NPA
950
Nichols & Pratt Advisers
Massachusetts
$203K +$201K +1,625 New
36 37
38
39 40