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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
401
Thoroughbred Financial Services
Tennessee
$1.34M +$8.55K +70 +0.6%
OIA
402
OneDigital Investment Advisors
Kansas
$1.32M +$127K +1,038 +11%
FFA
403
Fortune Financial Advisors
Kansas
$1.29M +$1.29M +10,540 New
RMAM
404
Raab & Moskowitz Asset Management
New Jersey
$1.29M – – –
FIM
405
Freedom Investment Management
Connecticut
$1.28M +$588K +4,816 +86%
IAIM
406
International Assets Investment Management
Florida
$1.27M -$27.7K -227 -2%
GT
407
Glenmede Trust
Pennsylvania
$1.27M – – –
TF
408
TIAA FSB
Florida
$1.27M -$45.1K -369 -3%
PSF
409
Pacific Sun Financial
California
$1.26M +$1.24M +10,188 New
GKWIM
410
Gerber Kawasaki Wealth & Investment Management
California
$1.26M -$36.2K -296 -3%
MWM
411
McNaughton Wealth Management
California
$1.25M – – –
PTC
412
Private Trust Company
Ohio
$1.25M +$98.7K +808 +9%
HWM
413
Howard Wealth Management
Connecticut
$1.24M -$19.4K -159 -2%
BFC
414
Blue Fin Capital
Rhode Island
$1.24M – – –
MFG
415
MidWestOne Financial Group
Iowa
$1.23M +$112K +919 +10%
RG
416
Retirement Group
California
$1.22M +$20.4K +167 +2%
RIA
417
Richwood Investment Advisors
Ohio
$1.22M +$23.2K +190 +2%
KOC
418
Koss-Olinger Consulting
Florida
$1.22M +$366 +3 +0%
R
419
Rebalance
California
$1.22M +$7.94K +65 +0.7%
FA
420
Flagstar Advisors
New York
$1.21M -$61.6K -504 -5%
PWG
421
Private Wealth Group
Florida
$1.21M -$55.7K -456 -4%
PAM
422
Palisade Asset Management
Minnesota
$1.2M -$7.82K -64 -0.6%
SFA
423
Sequoia Financial Advisors
Ohio
$1.19M +$199K +1,630 +20%
RWA
424
Rainsberger Wealth Advisors
Colorado
$1.19M +$19.4K +159 +2%
SG
425
StoneX Group
New York
$1.18M +$377K +3,084 +47%
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17
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