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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
501
SevenBridge Financial Group
Pennsylvania
$828K -$32.9K -262 -4%
CAC
502
Certified Advisory Corp
Florida
$825K -$33.1K -264 -4%
PBO
503
Peoples Bank (Ohio)
Ohio
$825K +$27.3K +218 +4%
NCM
504
Noesis Capital Mangement
Florida
$821K – – –
CJFS
505
Coulter & Justus Financial Services
Tennessee
$821K +$785K +6,256 New
JWBC
506
J.W. Burns & Co
New York
$819K -$8.66K -69 -1%
TFG
507
Taylor Financial Group
Virginia
$817K -$12.5K -100 -2%
ICP
508
Interchange Capital Partners
Pennsylvania
$814K +$53.9K +430 +8%
SG
509
StoneX Group
New York
$812K -$24.3K -194 -3%
CWM
510
Calamos Wealth Management
Illinois
$808K – – –
WI
511
Wintrust Investments
Illinois
$806K -$41.8K -333 -5%
IWS
512
Integrity Wealth Solutions
Colorado
$797K -$84.7K -675 -10%
LIA
513
LS Investment Advisors
Michigan
$790K -$143K -1,137 -16%
HFS
514
Heritage Financial Services
Massachusetts
$789K – – –
MA
515
MKT Advisors
California
$787K -$131K -1,041 -14%
FCFC
516
First Commonwealth Financial Corp
Pennsylvania
$787K – – –
FFA
517
Fortune Financial Advisors
Kansas
$787K -$594K -4,734 -44%
MLA
518
My Legacy Advisors
Oregon
$786K -$39.6K -316 -5%
RA
519
RFG Advisory
Alabama
$783K -$21.6K -172 -3%
CCB
520
Country Club Bank
Missouri
$782K – – –
AFP
521
Ausdal Financial Partners
Iowa
$779K -$102K -811 -12%
WB
522
West Bancorporation
Iowa
$775K -$97.2K -775 -12%
CAAS
523
Capital Asset Advisory Services
Michigan
$772K -$197K -1,571 -21%
EWM
524
Empirical Wealth Management
Washington
$772K -$688K -5,486 -48%
GSIAS
525
Garden State Investment Advisory Services
New Jersey
$770K +$16.2K +129 +2%
19 20
21
22 23