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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
601
Ellis Investment Partners
Pennsylvania
$541K -$24.7K -192 -4%
ITIM
602
Indiana Trust & Investment Management
Indiana
$541K +$38.6K +300 +8%
FCBT
603
First Citizens Bank & Trust
North Carolina
$541K – – –
YIA
604
YHB Investment Advisors
Connecticut
$540K +$30.8K +239 +6%
SPI
605
Sutton Place Investors
New York
$537K – – –
IAS
606
Insigneo Advisory Services
Florida
$536K +$279K +2,164 +113%
TNBTD
607
Trustmark National Bank Trust Department
Mississippi
$535K – – –
GT
608
Glenmede Trust
Pennsylvania
$532K -$335K -2,597 -38%
MFG
609
Magnus Financial Group
New York
$531K +$22K +171 +4%
RPC
610
Rossmore Private Capital
Connecticut
$528K – – –
HGERS
611
Householder Group Estate & Retirement Specialist
Arizona
$528K +$1.03K +8 +0.2%
AFG
612
Atomi Financial Group
New York
$526K -$14.3K -111 -3%
KFI
613
Key Financial Inc
Pennsylvania
$525K -$10.3K -80 -2%
HCM
614
Hengehold Capital Management
Ohio
$524K – – –
WPC
615
Wedmont Private Capital
Pennsylvania
$524K +$28.9K +224 +6%
WCM
616
WealthBridge Capital Management
Ohio
$523K -$7.73K -60 -1%
PWP
617
Perfromance Wealth Partners
Illinois
$521K -$2.71K -21 -0.5%
TAM
618
Tocqueville Asset Management
New York
$521K – – –
JIR
619
James Investment Research
Ohio
$521K – – –
C
620
Certuity
Florida
$520K -$99.3K -771 -16%
FFA
621
Fortune Financial Advisors
Kansas
$519K -$247K -1,916 -32%
KFA
622
Kapstone Financial Advisors
Ohio
$517K – – –
CIA
623
Concurrent Investment Advisors
Florida
$513K +$143K +1,114 +38%
BB
624
Berkshire Bank
Massachusetts
$510K +$2.19K +17 +0.4%
AA
625
Ashford Advisors
New York
$509K – – –
23 24
25
26 27