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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
$103K – – –
CFD
677
Creative Financial Designs
Indiana
$102K -$114K -1,204 -52%
TWA
678
TCI Wealth Advisors
Arizona
$101K +$472 +5 +0.5%
PFBT
679
Parkside Financial Bank & Trust
Missouri
$97K -$7.26K -77 -7%
IWP
680
IAG Wealth Partners
Wisconsin
$97K +$1.23K +13 +1%
JCM
681
Jacobi Capital Management
Pennsylvania
$96K +$4.53K +48 +5%
RG
682
Retirement Group
California
$93K -$31.7K -336 -25%
CCA
683
Column Capital Advisors
Indiana
$92K – – –
TF
684
TimeScale Financial
Massachusetts
$91K +$10K +106 +12%
TIM
685
Tortoise Investment Management
New York
$89K -$39.3K -417 -30%
DAM
686
Delta Asset Management
Tennessee
$89K – – –
LWM
687
Liberty Wealth Management
California
$88K +$3.21K +34 +4%
BA
688
Ballast Advisors
Minnesota
$86K – – –
FMTCOCP
689
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K – – –
AA
690
AlphaMark Advisors
Kentucky
$82K – – –
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$566 +6 +0.7%
BBHC
692
Brown Brothers Harriman & Co
New York
$72K – – –
LFG
693
LifePlan Financial Group
Ohio
$69K – – –
HIA
694
Harbor Investment Advisory
Maryland
$64K – – –
GC
695
Grace Capital
Massachusetts
$64K +$65.5K +694 New
JFGIW
696
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K – – –
FA
697
Financial Advantage
Maryland
$58K – – –
HB
698
Horizon Bancorp
Indiana
$57K -$52.1K -552 -47%
BCA
699
Bray Capital Advisors
Florida
$55K – – –
CFFP
700
Center for Financial Planning
Michigan
$54K +$7.07K +75 +15%
26 27
28
29 30