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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
1201
Dynamic Wealth Strategies
California
$13.9K – – –
MSWM
1202
Mowery & Schoenfeld Wealth Management
Illinois
$13.9K – – –
ISWM
1203
Intesa Sanpaolo Wealth Management
$13.9K +$13.9K +100 New
UFPG
1204
United Financial Planning Group
New York
$13.9K +$13.9K +100 New
HNW
1205
High Note Wealth
Minnesota
$12.1K – – –
DF
1206
Dunhill Financial
United Kingdom
$12K – – –
FAI
1207
Fiduciary Advisors Inc
Missouri
$11.4K – – –
SC
1208
Stephens Consulting
Michigan
$10.3K – – –
MWM
1209
Mascoma Wealth Management
New Hampshire
$10K – – –
CSPIA
1210
Cary Street Partners Investment Advisory
Virginia
$9.74K – – –
TFA
1211
Toth Financial Advisory
Virginia
$9.6K -$6.96K -50 -42%
EWP
1212
Elevation Wealth Partners
California
$9.6K – – –
GWSG
1213
GPS Wealth Strategies Group
Colorado
$9.53K -$241K -1,730 -96%
LWANC
1214
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.32K +$9.32K +67 New
CWM
1215
Copia Wealth Management
Oregon
$8.91K – – –
SVWA
1216
Sarver Vrooman Wealth Advisors
Missouri
$8.87K – – –
PMIM
1217
Prudent Man Investment Management
Colorado
$8.77K – – –
QPBE
1218
Quintet Private Bank (Europe)
Luxembourg
$8.77K – – –
FC
1219
Financial Consulate
Maryland
$8.63K – – –
SA
1220
Scarborough Advisors
Maryland
$8.22K – – –
BTC
1221
Bank & Trust Company
Illinois
$6.96K – – –
BFP
1222
Birchwood Financial Partners
Minnesota
$6.95K +$6.96K +50 New
WBC
1223
West Branch Capital
Massachusetts
$5.57K – – –
POIA
1224
Pin Oak Investment Advisors
Texas
$5K – – –
RCM
1225
Richardson Capital Management
Wisconsin
$4.73K – – –
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