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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
626
Quadrant Capital Group
Ohio
$333K – – –
PP
627
Professional Planning
California
$332K +$49.7K +402 +17%
BIM
628
Baldwin Investment Management
Pennsylvania
$330K – – –
MCP
629
Martin Capital Partners
Oregon
$330K +$13.8K +112 +4%
MW
630
Marcum Wealth
Ohio
$328K +$27.2K +220 +9%
FFA
631
First Foundation Advisors
California
$327K – – –
IFAM
632
Institutional & Family Asset Management
Colorado
$327K +$494 +4 +0.1%
AWAP
633
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$326K – – –
WMG
634
WESCAP Management Group
California
$325K – – –
WIA
635
World Investment Advisors
California
$321K -$9.14K -74 -3%
BP
636
Broadleaf Partners
Ohio
$320K +$21K +170 +7%
PP
637
Patten & Patten
Tennessee
$316K – – –
GF
638
Gries Financial
Ohio
$316K +$1.24K +10 +0.4%
B
639
Bailard
California
$314K – – –
SYBT
640
Stock Yards Bank & Trust
Kentucky
$313K – – –
IFWM
641
Institute for Wealth Management
Colorado
$312K – – –
SEP
642
Southland Equity Partners
Missouri
$312K – – –
TA
643
TrueWealth Advisors
Alabama
$310K -$5.93K -48 -2%
HA
644
HC Advisors
Georgia
$307K – – –
PPP
645
Private Portfolio Partners
New Jersey
$306K +$247 +2 +0.1%
BW
646
Bison Wealth
Georgia
$305K +$250K +2,024 +432%
PCA
647
Pallas Capital Advisors
Massachusetts
$305K +$308K +2,492 New
EIA
648
Eldridge Investment Advisors
New Hampshire
$303K +$3.09K +25 +1%
BCP
649
Blue Chip Partners
Michigan
$302K +$1.85K +15 +0.6%
PAMG
650
Patton Albertson Miller Group
Tennessee
$301K – – –
24 25
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