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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
526
Mather Group
Illinois
$809K +$120K +859 +17%
GT
527
Glenmede Trust
Pennsylvania
$803K +$803K +5,772 New
GIA
528
Guyasuta Investment Advisors
Pennsylvania
$802K -$36.2K -260 -4%
GC
529
Grimes & Company
Massachusetts
$801K +$31.9K +229 +4%
NWA
530
Navis Wealth Advisors
New York
$799K +$11.5K +83 +1%
WS
531
Wedbush Securities
California
$796K +$2.78K +20 +0.4%
CGPCS
532
Capital Group Private Client Services
California
$790K +$3.48K +25 +0.4%
PCM
533
Payne Capital Management
New York
$790K -$51.6K -371 -6%
ICP
534
Interchange Capital Partners
Pennsylvania
$787K -$15.6K -112 -2%
ATPW
535
Ashton Thomas Private Wealth
Arizona
$786K +$29.8K +214 +4%
GPA
536
Garrison Point Advisors
California
$785K -$4.17K -30 -0.5%
TFG
537
Taylor Financial Group
Virginia
$782K – – –
TBFA
538
Three Bearings Fiduciary Advisors
New Hampshire
$773K +$724K +5,200 New
GEA
539
Glen Eagle Advisors
New Jersey
$770K -$75.3K -541 -9%
UBG
540
United Bank (Georgia)
Georgia
$765K -$139 -1 -0%
MC
541
Moors & Cabot
Massachusetts
$761K -$130K -937 -15%
RWM
542
Ritholtz Wealth Management
New York
$760K +$34K +244 +5%
CWMGO
543
Capstone Wealth Management Group (Oregon)
Oregon
$756K +$4.87K +35 +0.6%
SI
544
Saxon Interests
Texas
$755K – – –
MAM
545
MWA Asset Management
Massachusetts
$755K +$2.5K +18 +0.3%
MA
546
MKT Advisors
California
$752K -$12.4K -89 -2%
ONB
547
Old National Bancorp
Indiana
$752K – – –
SFG
548
SevenBridge Financial Group
Pennsylvania
$742K +$1.11K +8 +0.2%
CFP
549
Cascade Financial Partners
California
$741K -$11.1K -80 -1%
DI
550
Decision Investments
California
$730K +$730K +5,247 New
20 21
22
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