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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1101
Studio Investment Management
Illinois
$10.3K – – –
MWM
1102
Mascoma Wealth Management
New Hampshire
$9.01K +$8.89K +72 New
ONST
1103
Old North State Trust
North Carolina
$9K – – –
SIS
1104
Sound Income Strategies
Florida
$8.76K – – –
SFCL
1105
Strengthening Families & Communities LLC
Massachusetts
$8K – – –
HCP
1106
Hexagon Capital Partners
Arkansas
$6.37K – – –
WWMSC
1107
Wagner Wealth Management (South Carolina)
South Carolina
$5.75K -$3.71K -30 -39%
WIM
1108
Westside Investment Management
California
$5.75K +$224K +1,816 +4%
CAS
1109
Coppell Advisory Solutions
Texas
$5.63K +$5.56K +45 New
CASC
1110
Coppell Advisory Solutions Corp
Texas
$5.63K +$5.56K +45 New
TFM
1111
TFC Financial Management
Massachusetts
$5.17K – – –
FFA
1112
Fairfield Financial Advisors
Massachusetts
$5.11K – – –
WBC
1113
West Branch Capital
Massachusetts
$5K – – –
MRC
1114
Millburn Ridgefield Corp
New York
$5K -$1.73K -14 -26%
BEI
1115
Benjamin Edwards Inc
Missouri
$5K – – –
RFA
1116
Register Financial Advisors
Georgia
$4.91K +$4.82K +39 New
RDFA
1117
Ritter Daniher Financial Advisory
Ohio
$4.88K – – –
FA
1118
Fiduciary Alliance
South Carolina
$4.33K +$4.32K +35 New
GWSA
1119
Global Wealth Strategies & Associates
Colorado
$3.75K +$3.71K +30 New
FAM
1120
Family Asset Management
South Carolina
$3.65K +$3.58K +29 New
FA
1121
Fortis Advisors
Pennsylvania
$3.62K – – –
FWM
1122
Focused Wealth Management
New York
$3.13K +$618 +5 +25%
MBFW
1123
Morton Brown Family Wealth
Pennsylvania
$2.5K – – –
JFG
1124
JDM Financial Group
Texas
$2.5K +$2.47K +20 New
GAMA
1125
Graticule Asia Macro Advisors
New York
– -$26.1M -234,100 Closed
43 44
45
46 47