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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1151
Independent Solutions Wealth Management
New York
– -$266K -2,130 Closed
BC
1152
Brio Consultants
California
– -$243K -1,947 Closed
BC
1153
Burney Company
Virginia
– -$242K -1,934 Closed
AAMC
1154
Asset Allocation & Management Company
Illinois
– -$238K -1,902 Closed
WF
1155
WoodTrust Financial
Wisconsin
– -$237K -1,894 Closed
LWM
1156
Laidlaw Wealth Management
New York
– -$235K -1,881 Closed
NFA
1157
Northwest Financial Advisors
Virginia
– -$234K -1,870 Closed
B
1158
Bensler
Washington
– -$233K -1,865 Closed
KAH
1159
Kathryn A. Hall
– -$218K -1,743 Closed
TW
1160
TritonPoint Wealth
Maryland
– -$218K -1,741 Closed
WIM
1161
Warwick Investment Management
Texas
– -$217K -1,734 Closed
BFC
1162
Bedel Financial Consulting
Indiana
– -$214K -1,715 Closed
CWM
1163
Centurion Wealth Management
Virginia
– -$213K -1,704 Closed
CP
1164
Camelot Portfolios
Ohio
– -$212K -1,694 Closed
W
1165
WPWealth
Texas
– -$205K -1,640 Closed
NPA
1166
Nichols & Pratt Advisers
Massachusetts
– -$203K -1,625 Closed
NAM
1167
NorthCrest Asset Manangement
Minnesota
– -$200K -1,603 Closed
OFG
1168
Oxford Financial Group
Indiana
– -$139K -1,116 Closed
TWM
1169
Tradition Wealth Management
Minnesota
– -$124K -995 Closed
BCM
1170
Bourgeon Capital Management
Connecticut
– -$54.5K -436 Closed
DCM
1171
Davidson Capital Management
Texas
– -$38.2K -306 Closed
TVAMP
1172
Tennessee Valley Asset Management Partners
Tennessee
– -$36.2K -290 Closed
PP
1173
Pacifica Partners
Canada
– -$32.2K -267 Closed
AC
1174
AlphaCore Capital
California
– -$25.7K -206 Closed
TCM
1175
Tradewinds Capital Management
Washington
– -$21.2K -170 Closed
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