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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
676
PrairieView Partners
Minnesota
$89K +$110K +1,120 New
EP
677
Eudaimonia Partners
Tennessee
$88K -$63.4K -643 -37%
ICA
678
Infrastructure Capital Advisors
New York
$87K +$107K +1,085 New
VCP
679
Verus Capital Partners
Arizona
$83K -$2.86K -29 -3%
IWP
680
IAG Wealth Partners
Wisconsin
$83K – – –
CCA
681
Column Capital Advisors
Indiana
$80K – – –
JCM
682
Jacobi Capital Management
Pennsylvania
$79K – – –
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$77K -$16.3K -165 -15%
DAM
684
Delta Asset Management
Tennessee
$77K – – –
FMTCOCP
685
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K – – –
BA
686
Ballast Advisors
Minnesota
$74K -$493 -5 -0.5%
EWP
687
Engrave Wealth Partners
Texas
$74K – – –
LWM
688
Liberty Wealth Management
California
$73K +$789 +8 +0.9%
AA
689
AlphaMark Advisors
Kentucky
$71K – – –
GTAM
690
Global Trust Asset Management
Florida
$68K -$155K -1,574 -65%
BCM
691
Bourgeon Capital Management
Connecticut
$67K +$48.9K +496 +143%
NC
692
NewSquare Capital
Pennsylvania
$67K +$82.5K +836 New
CFD
693
Creative Financial Designs
Indiana
$64K -$667K -6,761 -89%
PCTC
694
Perkins Coie Trust Company
Washington
$64K – – –
BBHC
695
Brown Brothers Harriman & Co
New York
$62K -$274K -2,776 -78%
TL
696
TrueWealth LLC
Georgia
$61K -$32.8K -333 -30%
LFG
697
LifePlan Financial Group
Ohio
$60K – – –
OPS
698
Orion Portfolio Solutions
Nebraska
$58K – – –
CT
699
Clearstead Trust
Maine
$56K – – –
MSFP
700
Mark Sheptoff Financial Planning
Connecticut
$56K – – –
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28
29 30