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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
AllSquare Wealth Management
New York
$20.7K – – –
KC
1052
Kenfarb & Co
Kentucky
$20.1K – – –
MCM
1053
MV Capital Management
Maryland
$19.4K – – –
WAM
1054
WFA Asset Management
Wisconsin
$19.2K +$19.2K +157 New
FRA
1055
Front Row Advisors
California
$19K – – –
POIA
1056
Pin Oak Investment Advisors
Texas
$19K – – –
RI
1057
Ridgewood Investments
New Jersey
$18.4K – – –
SWM
1058
Sugarloaf Wealth Management
Georgia
$18.1K – – –
EWP
1059
Elevation Wealth Partners
California
$18K – – –
WPWM
1060
Western Pacific Wealth Management
Illinois
$17.8K – – –
CP
1061
Castleview Partners
Texas
$17.8K +$122 +1 +0.7%
NC
1062
NewSquare Capital
Pennsylvania
$15.6K +$15.5K +127 New
CFO
1063
CVA Family Office
Colorado
$15.3K – – –
RAM
1064
Riggs Asset Management
Pennsylvania
$15.3K – – –
SIS
1065
Strategic Investment Solutions
Illinois
$15.1K – – –
PP
1066
PrairieView Partners
Minnesota
$15K -$30.5K -250 -66%
FDCC
1067
Foster Dykema Cabot & Co
Massachusetts
$15K +$122 +1 +0.8%
HH
1068
HWG Holdings
Texas
$14.7K -$1.22K -10 -8%
IPW
1069
Impact Partnership Wealth
Georgia
$14.7K +$14.7K +120 New
RCM
1070
Rain Capital Management
Oregon
$14.2K – – –
WWM
1071
Wolff Wiese Magana
California
$13.6K +$122 +1 +0.9%
FPF
1072
First Pacific Financial
Washington
$13.5K +$13.4K +110 New
LWCFA
1073
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.4K -$6.11K -50 -31%
FCA
1074
FinTrust Capital Advisors
South Carolina
$13.3K – – –
CWA
1075
Clearview Wealth Advisors
Oregon
$13.2K – – –
41 42
43
44 45