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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
576
Washington Trust
Rhode Island
$259K +$111K +1,175 +73%
MWM
577
Merriman Wealth Management
Washington
$259K +$265K +2,807 New
QCG
578
Quadrant Capital Group
Ohio
$258K +$12.4K +132 +5%
FWM
579
Frontier Wealth Management
Missouri
$257K +$4.24K +45 +2%
LIA
580
LBMC Investment Advisors
Tennessee
$256K +$261K +2,772 New
BAM
581
Blueshift Asset Management
New Jersey
$251K -$205K -2,178 -44%
AIA
582
Avalon Investment & Advisory
Texas
$251K -$9.15K -97 -3%
MCP
583
Martin Capital Partners
Oregon
$249K -$11.7K -124 -4%
KF
584
Krilogy Financial
Missouri
$249K – – –
SW
585
StrongBox Wealth
Missouri
$247K +$2.36K +25 +0.9%
IFAM
586
Institutional & Family Asset Management
Colorado
$246K +$472 +5 +0.2%
GTAM
587
Global Trust Asset Management
Florida
$246K +$172K +1,820 +217%
FHC
588
First Horizon Corporation
Tennessee
$246K +$252K +2,667 New
EWM
589
EPG Wealth Management
Georgia
$245K -$57.2K -606 -19%
ATC
590
Adirondack Trust Company
New York
$245K – – –
WMG
591
WESCAP Management Group
California
$245K – – –
MCA
592
Magnolia Capital Advisors
Mississippi
$244K – – –
B
593
Bridgeworth
Alabama
$241K +$1.13K +12 +0.5%
YIA
594
YHB Investment Advisors
Connecticut
$240K +$244K +2,592 New
PP
595
Patten & Patten
Tennessee
$239K – – –
SWA
596
SFMG Wealth Advisors
Texas
$238K +$1.79K +19 +0.7%
PPP
597
Private Portfolio Partners
New Jersey
$236K +$241K +2,555 New
IFWM
598
Institute for Wealth Management
Colorado
$236K -$35.1K -372 -13%
EWM
599
Empirical Wealth Management
Washington
$233K -$7.54K -80 -3%
MPW
600
Monterey Private Wealth
California
$233K +$238K +2,520 New
22 23
24
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