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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$64.2M +$7.9M +62,786 +14%
Vanguard Group
27
Vanguard Group
Pennsylvania
$63.7M +$64.8M +515,035 New
Legacy Financial Group (Iowa)
28
Legacy Financial Group (Iowa)
Iowa
$59M +$2.58M +20,517 +4%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$56.7M +$303K +2,409 +0.5%
Creative Planning
30
Creative Planning
Kansas
$56.7M -$757K -6,017 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$55.7M -$7.09M -56,385 -11%
LW
32
Linscomb Wealth
Texas
$50.9M -$61.8K -491 -0.1%
Mariner
33
Mariner
Kansas
$49.9M -$1.16M -9,234 -2%
ERWM
34
Elk River Wealth Management
Colorado
$47.1M +$2.99M +23,733 +7%
MB
35
Mizuho Bank
Japan
$47M – – –
CAN
36
Cetera Advisor Networks
California
$46.5M +$821K +6,522 +2%
BCI
37
Brinker Capital Investments
Pennsylvania
$46.3M +$2.05M +16,291 +5%
OPS
38
Orion Portfolio Solutions
Nebraska
$46.3M +$45.2M +359,070 +2,382%
UCFA
39
United Capital Financial Advisors
Texas
$44.6M -$1.85M -14,706 -4%
MGIA
40
Moneta Group Investment Advisors
Missouri
$43.1M +$1.61M +12,811 +4%
JP Morgan Chase
41
JP Morgan Chase
New York
$42.8M -$24M -190,456 -36%
JSAM
42
J. Safra Asset Management
New York
$41.9M +$1.81M +14,375 +4%
BFS
43
Bard Financial Services
Connecticut
$35.5M -$169K -1,346 -0.5%
CA
44
Clearstead Advisors
Ohio
$35.2M +$3.61M +28,709 +11%
ODG
45
O'Dell Group
Ohio
$34.7M +$1.03M +8,166 +3%
MSA
46
Marino Stram & Associates
Massachusetts
$32.6M -$36.4K -289 -0.1%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$31.6M -$201K -1,598 -0.6%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$29M +$256K +2,032 +0.9%
3AM
49
3EDGE Asset Management
Florida
$28M +$81.7K +649 +0.3%
Stifel Financial
50
Stifel Financial
Missouri
$27.5M +$1.2M +9,556 +4%
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