We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Calamos Wealth Management
Illinois
$683K – – –
CCG
527
Cypress Capital Group
Florida
$682K – – –
YIA
528
YHB Investment Advisors
Connecticut
$680K +$26.1K +209 +4%
HCM
529
Highview Capital Management
Illinois
$676K +$128K +1,026 +22%
WP
530
WealthSource Partners
California
$675K +$254K +2,038 +56%
Bessemer Group
531
Bessemer Group
New Jersey
$673K – – –
DT
532
Diversified Trust
Tennessee
$673K +$62.8K +504 +10%
BI
533
Berkeley Inc
Idaho
$672K -$1.65M -13,269 -70%
TCWM
534
Total Clarity Wealth Management
Illinois
$668K +$78.6K +630 +13%
BWM
535
BigSur Wealth Management
Florida
$665K – – –
PWAC
536
Private Wealth Advisors (California)
California
$665K +$125 +1 +0%
PIA
537
Perennial Investment Advisors
California
$662K +$401K +3,217 +136%
FNT
538
First National Trust
Pennsylvania
$660K +$78.4K +629 +13%
SW
539
SlateStone Wealth
Florida
$659K +$692K +5,550 New
BC
540
Burleson & Co
California
$653K – – –
DI
541
Disciplined Investments
Oklahoma
$650K -$10.1K -81 -1%
AA
542
Ashford Advisors
New York
$649K – – –
TFS
543
Thoroughbred Financial Services
Tennessee
$646K +$125 +1 +0%
PWM
544
Perigon Wealth Management
California
$645K +$143K +1,149 +27%
DFA
545
DHJJ Financial Advisors
Illinois
$643K +$6.36K +51 +1%
RA
546
RFG Advisory
Alabama
$643K +$110K +883 +21%
MC
547
Moors & Cabot
Massachusetts
$639K +$15K +120 +2%
MWM
548
Meridian Wealth Management
Kentucky
$638K +$60.1K +482 +10%
CDIA
549
Capital Directions Investment Advisors
Georgia
$637K – – –
JIR
550
James Investment Research
Ohio
$637K +$228K +1,831 +52%
20 21
22
23 24