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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
601
First Citizens Bank & Trust
North Carolina
$601K -$3.11K -23 -0.5%
SPI
602
Sutton Place Investors
New York
$600K – – –
TNBTD
603
Trustmark National Bank Trust Department
Mississippi
$597K – – –
WCM
604
WealthBridge Capital Management
Ohio
$595K +$10.1K +75 +2%
EIP
605
Ellis Investment Partners
Pennsylvania
$595K -$8.65K -64 -2%
GT
606
Glenmede Trust
Pennsylvania
$594K – – –
HFP
607
Holistic Financial Partners
Indiana
$592K -$44.2K -327 -7%
MG
608
Mather Group
Illinois
$591K -$167K -1,235 -23%
RPC
609
Rossmore Private Capital
Connecticut
$590K – – –
DI
610
Disciplined Investments
Oklahoma
$589K -$67.6K -500 -11%
HCM
611
Hengehold Capital Management
Ohio
$585K -$270 -2 -0%
WPC
612
Wedmont Private Capital
Pennsylvania
$584K +$21.6K +160 +4%
TAM
613
Tocqueville Asset Management
New York
$582K – – –
PWP
614
Perfromance Wealth Partners
Illinois
$578K -$3.65K -27 -0.7%
WCFA
615
Walkner Condon Financial Advisors
Wisconsin
$578K -$32.7K -242 -6%
AFG
616
Atomi Financial Group
New York
$575K -$11.9K -88 -2%
BB
617
Berkshire Bank
Massachusetts
$574K +$4.73K +35 +0.9%
MFA
618
Mayflower Financial Advisors
Massachusetts
$573K -$3.95M -29,231 -88%
AA
619
Ashford Advisors
New York
$568K – – –
YIA
620
YHB Investment Advisors
Connecticut
$567K -$34.9K -258 -6%
ITIM
621
Indiana Trust & Investment Management
Indiana
$567K -$35.7K -264 -6%
CCM
622
Canal Capital Management
Virginia
$565K +$5K +37 +0.9%
HSA
623
HBK Sorce Advisory
Pennsylvania
$564K +$947 +7 +0.2%
CAG
624
Csenge Advisory Group
Florida
$562K +$45K +333 +9%
TCBWMS
625
Texas Capital Bank Wealth Management Services
Texas
$560K – – –
23 24
25
26 27