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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
626
Key Financial Inc
Pennsylvania
$526K +$21.1K +180 +4%
TNBTD
627
Trustmark National Bank Trust Department
Mississippi
$525K – – –
HCM
628
Hengehold Capital Management
Ohio
$524K +$4.58K +39 +0.9%
OFS
629
OneAscent Financial Services
Alabama
$522K +$490K +4,173 New
JIR
630
James Investment Research
Ohio
$520K -$8.69K -74 -2%
HGERS
631
Householder Group Estate & Retirement Specialist
Arizona
$518K -$16.2K -138 -3%
SAG
632
SageView Advisory Group
California
$517K -$922K -7,856 -65%
MWA
633
Midland Wealth Advisors
Illinois
$515K +$483K +4,118 New
WP
634
WealthSource Partners
California
$513K -$12.4K -106 -3%
CVA
635
Central Valley Advisors
California
$509K +$478K +4,070 New
SWM
636
Selective Wealth Management
Virginia
$508K +$235 +2 +0%
AIM
637
Acropolis Investment Management
Missouri
$507K +$32.3K +275 +7%
KFA
638
Kapstone Financial Advisors
Ohio
$504K +$9.39K +80 +2%
GFPC
639
Global Financial Private Client
Florida
$502K +$1.76K +15 +0.4%
RIM
640
Rockbridge Investment Management
New York
$497K -$6.57K -56 -1%
WSTAM
641
Wilbanks Smith & Thomas Asset Management
Virginia
$497K -$166K -1,411 -26%
MTIC
642
Missouri Trust & Investment Company
Missouri
$495K -$2.94K -25 -0.6%
BFG
643
Bleakley Financial Group
New Jersey
$495K -$34.6K -295 -7%
SS
644
Simplicity Solutions
Minnesota
$495K -$34.6K -295 -7%
ITIM
645
Indiana Trust & Investment Management
Indiana
$494K -$11.6K -99 -2%
SLC
646
Second Line Capital
Louisiana
$493K +$463K +3,948 New
TI
647
Truepoint Inc
Ohio
$493K – – –
FAB
648
First American Bank
Illinois
$492K – – –
TCPWM
649
Traverso Chambers Private Wealth Management
California
$491K -$9.74K -83 -2%
DFA
650
DHJJ Financial Advisors
Illinois
$486K -$178K -1,520 -28%
24 25
26
27 28