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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
501
Greenhouse Wealth Management
Connecticut
$741K +$2K +16 +0.3%
FPCP
502
Fort Point Capital Partners
California
$738K +$113K +906 +17%
BDFN
503
Bond & Devick Financial Network
Minnesota
$736K +$43.9K +352 +6%
CCP
504
Corient Capital Partners
California
$736K +$498K +3,992 +181%
OHWP
505
Oak Harbor Wealth Partners
North Carolina
$726K -$385K -3,089 -34%
LC
506
Lindbrook Capital
California
$724K +$338K +2,713 +80%
LIM
507
Loudon Investment Management
New Hampshire
$723K -$37.4K -300 -5%
CFO
508
Collective Family Office
Pennsylvania
$718K – – –
RMCM
509
Reynders McVeigh Capital Management
Massachusetts
$717K +$31.2K +250 +4%
FWCM
510
Ferguson Wellman Capital Management
Oregon
$716K +$41.1K +330 +6%
KA
511
Kovack Advisors
Florida
$715K +$71.6K +574 +11%
GIA
512
Guyasuta Investment Advisors
Pennsylvania
$715K +$77.2K +619 +11%
NFG
513
Nadler Financial Group
Illinois
$714K -$15.3K -123 -2%
FCFC
514
First Commonwealth Financial Corp
Pennsylvania
$712K – – –
IP
515
Ignite Planners
California
$712K – – –
EWM
516
Empirical Wealth Management
Washington
$711K -$64K -513 -8%
AP
517
Appleton Partners
Massachusetts
$708K -$132K -1,058 -15%
NCM
518
Noesis Capital Mangement
Florida
$704K – – –
GTAM
519
Global Trust Asset Management
Florida
$701K +$217K +1,740 +42%
MPM
520
Meritage Portfolio Management
Kansas
$694K -$23.7K -190 -3%
CW
521
CreativeOne Wealth
Kansas
$692K +$69.1K +554 +10%
GLA
522
Good Life Advisors
Pennsylvania
$689K -$2.74K -22 -0.4%
PP
523
Patron Partners
Texas
$687K +$388K +3,115 +116%
LA
524
LexAurum Advisors
Kansas
$685K +$23.2K +186 +3%
SG
525
StoneX Group
New York
$684K -$148K -1,189 -17%
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21
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