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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
501
Inscription Capital
Texas
$829K +$850K +6,317 New
AP
502
Appleton Partners
Massachusetts
$826K +$131K +975 +19%
TSWM
503
Triangle Securities Wealth Management
North Carolina
$819K -$49.1K -365 -6%
LSA
504
Lion Street Advisors
Texas
$818K -$117K -868 -13%
GIA
505
Guyasuta Investment Advisors
Pennsylvania
$817K – – –
TFG
506
Taylor Financial Group
Virginia
$817K -$20.7K -154 -2%
HFS
507
Heritage Financial Services
Massachusetts
$816K – – –
PCM
508
Payne Capital Management
New York
$816K +$63.2K +470 +8%
GFM
509
GEN Financial Management
Minnesota
$815K – – –
GWS
510
Glassman Wealth Services
Virginia
$814K – – –
PWMA
511
Pension & Wealth Management Advisors
Massachusetts
$814K +$358K +2,660 +80%
FCFC
512
First Commonwealth Financial Corp
Pennsylvania
$814K – – –
CW
513
CreativeOne Wealth
Kansas
$811K -$55.8K -415 -6%
HF
514
HRT Financial
New York
$810K +$803K +5,970 New
SYBT
515
Stock Yards Bank & Trust
Kentucky
$808K -$12K -89 -1%
WIA
516
Wetzel Investment Advisors
Indiana
$807K -$61.9K -460 -7%
CCB
517
Country Club Bank
Missouri
$800K – – –
PP
518
Patron Partners
Texas
$799K -$58K -431 -7%
WTFG
519
Wood Tarver Financial Group
Idaho
$798K -$74.4K -553 -9%
ICP
520
Interchange Capital Partners
Pennsylvania
$786K +$2.02K +15 +0.3%
AC
521
Addison Capital
Pennsylvania
$781K -$37.3K -277 -5%
BWM
522
Benchmark Wealth Management
Connecticut
$771K – – –
TW
523
Transform Wealth
Colorado
$768K -$255K -1,897 -25%
UBG
524
United Bank (Georgia)
Georgia
$766K -$37K -275 -5%
MA
525
MKT Advisors
California
$764K +$1.88K +14 +0.2%
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