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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
651
TruNorth Capital Management
Michigan
$549K – – –
LI
652
LRI Investments
Florida
$546K – – –
AC
653
Apella Capital
Connecticut
$545K +$79.7K +535 +17%
LIA
654
LS Investment Advisors
Michigan
$541K -$22.4K -150 -4%
WPA
655
West Paces Advisors
Georgia
$540K – – –
RA
656
Rodgers & Associates
Pennsylvania
$540K – – –
MAG
657
M3 Advisory Group
Massachusetts
$539K +$7.15K +48 +1%
UWPG
658
Ullmann Wealth Partners Group
Florida
$538K – – –
TAM
659
Tocqueville Asset Management
New York
$538K -$1.86M -12,455 -77%
CCMG
660
Clark Capital Management Group
Pennsylvania
$537K +$56.9K +382 +12%
GPW
661
Genesis Private Wealth
Virginia
$535K -$9.54K -64 -2%
DCU
662
Dara Capital US
Florida
$534K – – –
TI
663
Truepoint Inc
Ohio
$528K -$231K -1,552 -30%
WCP
664
Wealthcare Capital Partners
Pennsylvania
$525K +$3.13K +21 +0.6%
OWP
665
ORG Wealth Partners
Texas
$522K -$19.2K -129 -3%
KCFA
666
Key Client Fiduciary Advisors
New Jersey
$516K +$19.5K +131 +4%
TFGT
667
TS Financial Group (TSFG)
Illinois
$511K -$67.8K -455 -11%
EB
668
Emprise Bank
Kansas
$507K – – –
ITIM
669
Indiana Trust & Investment Management
Indiana
$506K – – –
HIP
670
HUB Investment Partners
Texas
$505K +$52K +349 +11%
MFG
671
Magnus Financial Group
New York
$503K +$21.5K +144 +4%
SWM
672
Selective Wealth Management
Virginia
$503K -$21.6K -145 -4%
CAAS
673
Capital Asset Advisory Services
Michigan
$502K -$150K -1,009 -23%
AGA
674
Arkos Global Advisors
Texas
$496K – – –
PGAM
675
Princeton Global Asset Management
New Jersey
$495K -$223K -1,498 -31%
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