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
LWM
601
Laidlaw Wealth Management
New York
$348K – – –
KWMG
602
King Wealth Management Group
Florida
$346K -$9.75K -87 -3%
WOSD
603
WFA of San Diego
California
$346K +$328K +2,930 New
RWP
604
Ridgecrest Wealth Partners
California
$344K +$327K +2,914 New
SAM
605
Summit Asset Management
Tennessee
$341K – – –
WIA
606
World Investment Advisors
California
$340K +$7.17K +64 +2%
MFGM
607
Marshall Financial Group (Maryland)
Maryland
$336K +$319K +2,846 New
BRWM
608
B. Riley Wealth Management
Tennessee
$334K +$79.6K +710 +34%
IIC
609
Integrated Investment Consultants
Michigan
$333K -$4.6K -41 -1%
RPG
610
Resource Planning Group
Georgia
$332K – – –
WKWM
611
Walter & Keenan Wealth Management
Indiana
$331K – – –
RSWM
612
Robertson Stephens Wealth Management
California
$330K – – –
WT
613
Washington Trust
Rhode Island
$330K – – –
FAG
614
Financial Advisory Group
Texas
$329K -$51K -455 -14%
LIA
615
LBMC Investment Advisors
Tennessee
$328K -$56.5K -504 -15%
IFO
616
Independent Family Office
New York
$326K -$616K -5,491 -67%
ATC
617
Adirondack Trust Company
New York
$325K +$11.2K +100 +4%
GF
618
Gries Financial
Ohio
$323K +$288K +2,570 New
QCG
619
Quadrant Capital Group
Ohio
$322K -$22.4K -200 -7%
BIM
620
Baldwin Investment Management
Pennsylvania
$319K +$19.6K +175 +7%
GC
621
Gratus Capital
Georgia
$318K -$11.8K -105 -4%
CPIG
622
Chicago Partners Investment Group
Illinois
$316K – – –
FFA
623
First Foundation Advisors
California
$316K – – –
AWAP
624
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$315K -$19.8K -177 -6%
IFAM
625
Institutional & Family Asset Management
Colorado
$315K +$448 +4 +0.1%
23 24
25
26 27