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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
501
Lindbrook Capital
California
$724K +$338K +2,713 +80%
LIM
502
Loudon Investment Management
New Hampshire
$723K -$37.4K -300 -5%
CFO
503
Collective Family Office
Pennsylvania
$718K – – –
RMCM
504
Reynders McVeigh Capital Management
Massachusetts
$717K +$31.2K +250 +4%
FWCM
505
Ferguson Wellman Capital Management
Oregon
$716K +$41.1K +330 +6%
KA
506
Kovack Advisors
Florida
$715K +$71.6K +574 +11%
GIA
507
Guyasuta Investment Advisors
Pennsylvania
$715K +$77.2K +619 +11%
NFG
508
Nadler Financial Group
Illinois
$714K -$15.3K -123 -2%
FCFC
509
First Commonwealth Financial Corp
Pennsylvania
$712K – – –
IP
510
Ignite Planners
California
$712K – – –
EWM
511
Empirical Wealth Management
Washington
$711K -$64K -513 -8%
AP
512
Appleton Partners
Massachusetts
$708K -$132K -1,058 -15%
NCM
513
Noesis Capital Mangement
Florida
$704K – – –
GTAM
514
Global Trust Asset Management
Florida
$701K +$217K +1,740 +42%
MPM
515
Meritage Portfolio Management
Kansas
$694K -$23.7K -190 -3%
CW
516
CreativeOne Wealth
Kansas
$692K +$69.1K +554 +10%
GLA
517
Good Life Advisors
Pennsylvania
$689K -$2.74K -22 -0.4%
PP
518
Patron Partners
Texas
$687K +$388K +3,115 +116%
LA
519
LexAurum Advisors
Kansas
$685K +$23.2K +186 +3%
SG
520
StoneX Group
New York
$684K -$148K -1,189 -17%
CWM
521
Calamos Wealth Management
Illinois
$683K – – –
CCG
522
Cypress Capital Group
Florida
$682K – – –
YIA
523
YHB Investment Advisors
Connecticut
$680K +$26.1K +209 +4%
HCM
524
Highview Capital Management
Illinois
$676K +$128K +1,026 +22%
WP
525
WealthSource Partners
California
$675K +$254K +2,038 +56%
19 20
21
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