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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
626
Monterey Private Wealth
California
$267K +$506 +5 +0.2%
BIM
627
Baldwin Investment Management
Pennsylvania
$267K +$255K +2,525 New
HA
628
HC Advisors
Georgia
$266K – – –
TWP
629
Treybourne Wealth Planners
Indiana
$264K +$252K +2,495 New
B
630
Bridgeworth
Alabama
$262K -$13.8K -136 -5%
RA
631
RFG Advisory
Alabama
$262K +$244K +2,407 New
EIA
632
Eldridge Investment Advisors
New Hampshire
$260K – – –
BP
633
Broadleaf Partners
Ohio
$259K – – –
SWM
634
SVA Wealth Management
Wisconsin
$259K – – –
MA
635
MCF Advisors
Kentucky
$258K – – –
BCP
636
Blue Chip Partners
Michigan
$258K +$2.33K +23 +1%
GAG
637
GM Advisory Group
New York
$256K +$304 +3 +0.1%
EGA
638
Eagle Global Advisors
Texas
$255K – – –
HCM
639
Hall Capital Management
Rhode Island
$254K – – –
GTAM
640
Global Trust Asset Management
Florida
$250K -$30.1K -297 -11%
SFS
641
Sowell Financial Services
Arkansas
$250K +$202 +2 +0.1%
SEP
642
Southland Equity Partners
Missouri
$250K +$239K +2,358 New
PL
643
Plancorp LLC
Missouri
$249K +$6.17K +61 +3%
BONST
644
Bank of Nova Scotia Trust
Ontario, Canada
$248K +$304 +3 +0.1%
HSA
645
HBK Sorce Advisory
Pennsylvania
$248K +$6.17K +61 +3%
BO
646
BRR OpCo
Ohio
$247K +$6.88K +68 +3%
CBT
647
Capital Bank & Trust
California
$247K +$236K +2,330 New
BMM
648
Buffington Mohr McNeal
Idaho
$246K – – –
CG
649
Corundum Group
Colorado
$245K – – –
RCA
650
Ranch Capital Advisors
Florida
$243K – – –
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