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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
676
BerganKDV Wealth Management
Minnesota
$89K – – –
PP
677
PrairieView Partners
Minnesota
$89K +$110K +1,120 New
EP
678
Eudaimonia Partners
Tennessee
$88K -$63.4K -643 -37%
ICA
679
Infrastructure Capital Advisors
New York
$87K +$107K +1,085 New
VCP
680
Verus Capital Partners
Arizona
$83K -$2.86K -29 -3%
IWP
681
IAG Wealth Partners
Wisconsin
$83K – – –
CCA
682
Column Capital Advisors
Indiana
$80K – – –
JCM
683
Jacobi Capital Management
Pennsylvania
$79K – – –
PFGIA
684
Patriot Financial Group Insurance Agency
Massachusetts
$77K -$16.3K -165 -15%
DAM
685
Delta Asset Management
Tennessee
$77K – – –
FMTCOCP
686
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K – – –
BA
687
Ballast Advisors
Minnesota
$74K -$493 -5 -0.5%
EWP
688
Engrave Wealth Partners
Texas
$74K – – –
LWM
689
Liberty Wealth Management
California
$73K +$789 +8 +0.9%
AA
690
AlphaMark Advisors
Kentucky
$71K – – –
GTAM
691
Global Trust Asset Management
Florida
$68K -$155K -1,574 -65%
BCM
692
Bourgeon Capital Management
Connecticut
$67K +$48.9K +496 +143%
NC
693
NewSquare Capital
Pennsylvania
$67K +$82.5K +836 New
CFD
694
Creative Financial Designs
Indiana
$64K -$667K -6,761 -89%
PCTC
695
Perkins Coie Trust Company
Washington
$64K – – –
BBHC
696
Brown Brothers Harriman & Co
New York
$62K -$274K -2,776 -78%
TL
697
TrueWealth LLC
Georgia
$61K -$32.8K -333 -30%
LFG
698
LifePlan Financial Group
Ohio
$60K – – –
OPS
699
Orion Portfolio Solutions
Nebraska
$58K – – –
CT
700
Clearstead Trust
Maine
$56K – – –
26 27
28
29 30