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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
501
GEN Financial Management
Minnesota
$843K +$1.12K +8 +0.1%
HFS
502
Heritage Financial Services
Massachusetts
$842K -$9.77K -70 -1%
GWS
503
Glassman Wealth Services
Virginia
$841K – – –
PWMA
504
Pension & Wealth Management Advisors
Massachusetts
$841K – – –
SHFA
505
SC&H Financial Advisors
Maryland
$834K -$60.4K -433 -7%
JWA
506
JFS Wealth Advisors
Pennsylvania
$833K -$24.1K -173 -3%
GIM
507
Glenmede Investment Management
Pennsylvania
$833K -$132K -944 -14%
CCB
508
Country Club Bank
Missouri
$830K – – –
AP
509
Appleton Partners
Massachusetts
$828K -$8.37K -60 -1%
NEWAS
510
N.E.W. Advisory Services
Wisconsin
$827K -$13.3K -95 -2%
SMC
511
Smith, Moore & Co
Missouri
$826K -$452K -3,238 -35%
ACM
512
AlphaStar Capital Management
North Carolina
$820K +$129K +922 +19%
NL
513
NWAM LLC
Washington
$815K -$5.58K -40 -0.7%
TCWA
514
Turtle Creek Wealth Advisors
Texas
$815K +$811K +5,817 New
ICP
515
Interchange Capital Partners
Pennsylvania
$807K -$5.44K -39 -0.7%
WS
516
Wedbush Securities
California
$798K +$137K +981 +21%
GPA
517
Garrison Point Advisors
California
$794K +$6.14K +44 +0.8%
NWA
518
Navis Wealth Advisors
New York
$793K +$17K +122 +2%
CGPCS
519
Capital Group Private Client Services
California
$792K +$55.2K +396 +8%
WTFG
520
Wood Tarver Financial Group
Idaho
$790K -$21.2K -152 -3%
TFG
521
Taylor Financial Group
Virginia
$787K -$56.6K -406 -7%
PPW
522
Parcion Private Wealth
Washington
$787K +$279 +2 +0%
FT
523
Fiduciary Trust
Massachusetts
$785K -$76.6K -549 -9%
SYBT
524
Stock Yards Bank & Trust
Kentucky
$781K -$15.2K -109 -2%
GC
525
Grimes & Company
Massachusetts
$774K +$4.04K +29 +0.5%
19 20
21
22 23